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 | 3,481 | $371 | — | — |
| Q3 2025 | 3,125 | $327 | — | — |
| Q2 2025 | 3,726 | $355 | — | — |
| Q1 2025 | 4,431 | $356 | — | — |
| Q4 2024 | 4,442 | $390 | — | — |
| Q3 2024 | 2,731 | $227 | — | — |
| Q2 2024 | 2,915 | $234 | — | — |
| Q1 2024 | 2,915 | $213 | — | — |
| Q4 2023 | 3,272 | $213 | — | — |
| Q2 2023 | 4,390 | $268 | — | — |