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 | 2,059 | $220 | — | — |
| Q1 2025 | 2,919 | $235 | — | — |
| Q4 2024 | 8,335 | $732 | — | — |
| Q3 2024 | 8,346 | $692 | — | — |
| Q2 2024 | 8,338 | $668 | — | — |
| Q1 2024 | 10,808 | $791 | — | — |
| Q4 2023 | 10,725 | $698 | — | — |
| Q3 2023 | 7 | $0 | — | — |
| Q2 2023 | 7 | $0 | — | — |
| Q1 2023 | 7 | $0 | — | — |
| Q4 2022 | 7 | $0 | — | — |
| Q3 2022 | 7 | $0 | — | — |
| Q2 2022 | 7,483 | $222,470 | — | — |
| Q1 2022 | 296 | $19 | — | — |
| Q4 2021 | 45,511 | $628 | — | — |
| Q2 2021 | 702 | $44 | — | — |