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 | 8,757 | $934 | — | — |
| Q3 2025 | 4,026 | $421 | — | — |
| Q2 2025 | 3,383 | $322 | — | — |
| Q1 2025 | 3,370 | $271 | — | — |
| Q4 2024 | 3,155 | $277 | — | — |
| Q3 2024 | 3,466 | $287 | — | — |
| Q2 2024 | 6,024 | $483 | — | — |
| Q1 2024 | 6,344 | $464 | — | — |
| Q4 2023 | 5,223 | $340 | — | — |