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 | 3,033 | $324 | — | — |
| Q3 2025 | 3,033 | $317 | — | — |
| Q2 2025 | 2,861 | $273 | — | — |
| Q1 2025 | 2,861 | $230 | — | — |
| Q4 2024 | 2,861 | $251 | — | — |
| Q3 2023 | 25,442 | $1,508 | — | — |