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 | 20 | $2 | — | — |
| Q3 2025 | 250 | $26 | — | — |
| Q2 2025 | 125 | $12 | — | — |
| Q1 2025 | 183 | $15 | — | — |
| Q4 2024 | 230 | $20 | — | — |
| Q3 2024 | 90 | $7 | — | — |
| Q2 2024 | 315 | $25 | — | — |
| Q1 2024 | 150 | $11 | — | — |
| Q4 2023 | 250 | $16 | — | — |
| Q3 2023 | 18 | $1 | — | — |
| Q2 2023 | 108 | $7 | — | — |
| Q1 2023 | 108 | $6 | — | — |
| Q4 2022 | 190 | $10 | — | — |
| Q4 2018 | 31 | $1 | — | — |
| Q3 2018 | 71 | $3 | — | — |