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 | 5,010 | $285 | — | — |
| Q3 2025 | 38,049 | $2,105 | — | — |
| Q2 2025 | 38,168 | $1,998 | — | — |
| Q1 2025 | 39,156 | $2,000 | — | — |
| Q4 2024 | 39,667 | $2,029 | — | — |