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 | 139,162 | $14,849 | — | — |
| Q3 2025 | 140,874 | $14,723 | — | — |
| Q2 2025 | 142,226 | $13,557 | — | — |
| Q1 2025 | 220,641 | $17,733 | — | — |
| Q4 2024 | 139,514 | $12,263 | — | — |