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 | 3,670 | $209 | — | — |
| Q3 2025 | 5,980 | $331 | — | — |
| Q2 2025 | 5,812 | $304 | — | — |
| Q1 2025 | 5,792 | $296 | — | — |
| Q4 2024 | 4,167 | $213 | — | — |