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 | 2,840 | $303 | — | — |
| Q3 2025 | 3,030 | $317 | — | — |
| Q2 2025 | 3,030 | $289 | — | — |
| Q1 2025 | 3,030 | $244 | — | — |
| Q4 2024 | 4,715 | $414 | — | — |
| Q3 2024 | 4,715 | $391 | — | — |
| Q2 2024 | 4,715 | $378 | — | — |
| Q1 2024 | 4,715 | $345 | — | — |
| Q4 2023 | 4,715 | $307 | — | — |
| Q3 2023 | 6,260 | $371 | — | — |
| Q2 2023 | 10,552 | $644 | — | — |
| Q1 2023 | 10,525 | $583 | — | — |
| Q4 2022 | 11,720 | $594 | — | — |