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 | 2,759 | $294 | — | — |
| Q3 2025 | 2,423 | $253 | — | — |
| Q2 2025 | 3,008 | $287 | — | — |
| Q4 2024 | 2,364 | $208 | — | — |
| Q1 2022 | 3,432 | $227 | — | — |
| Q4 2021 | 3,958 | $287 | — | — |
| Q3 2021 | 3,806 | $244 | — | — |
| Q2 2021 | 4,416 | $278 | — | — |
| Q1 2021 | 4,314 | $243 | — | — |