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 | 107 | $10 | — | — |
| Q3 2025 | 105 | $13 | — | — |
| Q2 2025 | 127 | $12 | — | — |
| Q1 2025 | 176 | $14 | — | — |
| Q4 2024 | 1,365 | $120 | — | — |
| Q3 2024 | 1,365 | $113 | — | — |
| Q2 2024 | 176 | $14 | — | — |
| Q1 2024 | 7,035 | $515 | — | — |
| Q4 2023 | 227 | $15 | — | — |