Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 47,549 | $2,701 | — | — |
| Q3 2025 | 47,549 | $2,631 | — | — |
| Q2 2025 | 47,549 | $2,489 | — | — |
| Q1 2025 | 47,663 | $2,434 | — | — |
| Q4 2024 | 49,795 | $2,547 | — | — |