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 | 137,970 | $14,721 | — | — |
| Q3 2025 | 265,207 | $21,315 | — | — |
| Q2 2025 | 234,754 | $22,377 | — | — |
| Q1 2025 | 265,207 | $21,315 | — | — |
| Q4 2024 | 227,081 | $20,585 | — | — |
| Q3 2024 | 180,568 | $15,583 | — | — |
| Q2 2024 | 236,219 | $16,894 | — | — |