Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,029 | $110 | — | — |
| Q3 2025 | 1,000 | $105 | — | — |
| Q2 2025 | 1,000 | $95 | — | — |
| Q1 2025 | 1,000 | $80 | — | — |
| Q4 2024 | 1,000 | $88 | — | — |
| Q3 2024 | 1,000 | $83 | — | — |
| Q2 2024 | 1,000 | $80 | — | — |
| Q1 2024 | 1,000 | $73 | — | — |
| Q4 2023 | 1,000 | $65 | — | — |
| Q3 2023 | 1,000 | $59 | — | — |
| Q2 2023 | 1,000 | $61 | — | — |
| Q1 2023 | 1,000 | $55 | — | — |
| Q4 2022 | 1,000 | $51 | — | — |