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 | 378,665 | $40,404 | — | — |
| Q3 2025 | 104,080 | $10,877 | — | — |
| Q2 2025 | 97,537 | $9,297 | — | — |
| Q1 2025 | 50,033 | $4,021 | — | — |
| Q4 2024 | 56,249 | $4,944 | — | — |