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 | 98,554 | $5,599 | — | — |
| Q3 2025 | 155,426 | $8,600 | — | — |
| Q2 2025 | 148,436 | $7,769 | — | — |
| Q1 2025 | 139,894 | $7,144 | — | — |
| Q4 2024 | 64,431 | $3,406 | — | — |