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 | 2,624 | $280 | — | — |
| Q3 2025 | 2,624 | $274 | — | — |
| Q2 2025 | 3,151 | $300 | — | — |
| Q1 2025 | 3,384 | $272 | — | — |
| Q4 2024 | 3,151 | $277 | — | — |
| Q3 2024 | 3,151 | $261 | — | — |
| Q2 2024 | 2,952 | $237 | — | — |