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 | 188,904 | $10,998 | — | — |
| Q3 2025 | 196,383 | $10,866 | — | — |
| Q2 2025 | 223,841 | $11,716 | — | — |
| Q1 2025 | 171,797 | $8,774 | — | — |
| Q4 2024 | 149,081 | $7,624 | — | — |
| Q3 2024 | 135,675 | $7,172 | — | — |
| Q2 2024 | 95,631 | $4,661 | — | — |
| Q1 2024 | 42,007 | $2,105 | — | — |