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 | 3,433 | $366 | — | — |
| Q3 2025 | 3,433 | $359 | — | — |
| Q2 2025 | 3,538 | $337 | — | — |
| Q1 2025 | 3,538 | $284 | — | — |
| Q4 2024 | 3,624 | $319 | — | — |
| Q3 2024 | 3,630 | $301 | — | — |
| Q2 2024 | 3,704 | $297 | — | — |
| Q1 2024 | 3,704 | $271 | — | — |
| Q4 2023 | 3,922 | $255 | — | — |
| Q3 2023 | 3,971 | $235 | — | — |
| Q2 2023 | 3,982 | $243 | — | — |
| Q1 2023 | 3,982 | $220 | — | — |
| Q4 2022 | 3,982 | $202 | — | — |
| Q2 2022 | 3,982 | $208 | — | — |
| Q4 2021 | 2,834 | $205 | — | — |
| Q2 2021 | 3,636 | $229 | — | — |
| Q1 2021 | 3,636 | $205 | — | — |
| Q4 2020 | 3,943 | $218 | — | — |