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 | 50,689 | $3,000 | — | — |
| Q3 2025 | 51,003 | $2,822 | — | — |
| Q2 2025 | 50,767 | $2,657 | — | — |
| Q1 2025 | 63,475 | $3,242 | — | — |