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 | 3,808 | $406 | — | — |
| Q3 2025 | 3,809 | $398 | — | — |
| Q2 2025 | 3,809 | $363 | — | — |
| Q1 2025 | 3,809 | $306 | — | — |
| Q4 2024 | 3,809 | $335 | — | — |
| Q2 2021 | 5,665 | $357 | — | — |