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 | 143,793 | $8,363 | — | — |
| Q3 2025 | 84,020 | $4,662 | — | — |
| Q1 2025 | 74,339 | $3,797 | — | — |
| Q4 2024 | 70,993 | $3,719 | — | — |
| Q2 2024 | 90,175 | $4,768 | — | — |