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 | 2,177 | $232 | — | — |
| Q3 2025 | 1,947 | $203 | — | — |
| Q2 2025 | 1,651 | $157 | — | — |
| Q2 2024 | 1,918 | $154 | — | — |
| Q1 2024 | 1,878 | $137 | — | — |
| Q4 2023 | 36,500 | $2,375 | — | — |
| Q3 2023 | 35,962 | $2,132 | — | — |