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 | 5,975 | $638 | — | — |
| Q3 2025 | 5,730 | $599 | — | — |
| Q2 2025 | 5,720 | $545 | — | — |
| Q1 2025 | 5,795 | $466 | — | — |
| Q4 2024 | 5,795 | $509 | — | — |
| Q3 2024 | 6,195 | $514 | — | — |
| Q2 2024 | 6,195 | $514 | — | — |
| Q1 2024 | 4,085 | $299 | — | — |