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 | 5,860 | $625 | — | — |
| Q3 2025 | 4,306 | $450 | — | — |
| Q2 2025 | 4,304 | $410 | — | — |
| Q1 2025 | 3,902 | $314 | — | — |
| Q4 2024 | 4,530 | $398 | — | — |
| Q3 2024 | 4,947 | $410 | — | — |
| Q2 2024 | 5,820 | $466 | — | — |
| Q1 2024 | 5,817 | $426 | — | — |