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 | 8,348 | $891 | — | — |
| Q3 2025 | 4,529 | $473 | — | — |
| Q2 2025 | 4,821 | $460 | — | — |
| Q1 2025 | 5,109 | $411 | — | — |
| Q4 2024 | 5,711 | $502 | — | — |
| Q3 2024 | 5,781 | $479 | — | — |
| Q2 2024 | 5,871 | $470 | — | — |
| Q1 2024 | 5,831 | $427 | — | — |
| Q4 2023 | 5,909 | $384 | — | — |
| Q3 2023 | 5,839 | $346 | — | — |
| Q2 2023 | 6,107 | $373 | — | — |
| Q1 2023 | 6,499 | $360 | — | — |
| Q4 2022 | 5,579 | $283 | — | — |
| Q3 2022 | 5,717 | $286 | — | — |
| Q2 2022 | 5,490 | $287 | — | — |
| Q1 2022 | 6,947 | $460 | — | — |