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 | 4,959 | $529 | — | — |
| Q3 2025 | 5,029 | $526 | — | — |
| Q2 2025 | 4,561 | $435 | — | — |
| Q1 2025 | 4,762 | $383 | — | — |
| Q4 2024 | 4,860 | $427 | — | — |
| Q3 2024 | 4,785 | $397 | — | — |
| Q2 2024 | 3,340 | $268 | — | — |
| Q1 2024 | 2,989 | $219 | — | — |
| Q1 2022 | 4,904 | $325 | — | — |
| Q4 2021 | 3,810 | $276 | — | — |
| Q3 2021 | 3,930 | $252 | — | — |
| Q2 2021 | 3,980 | $251 | — | — |
| Q1 2021 | 3,980 | $224 | — | — |
| Q4 2020 | 4,080 | $226 | — | — |