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 | 8,861 | $945 | — | — |
| Q3 2025 | 8,861 | $926 | — | — |
| Q2 2025 | 10,961 | $1,045 | — | — |
| Q1 2025 | 10,961 | $816 | — | — |
| Q4 2024 | 11,016 | $968 | — | — |
| Q3 2024 | 11,016 | $914 | — | — |
| Q2 2024 | 11,016 | $883 | — | — |
| Q1 2024 | 11,146 | $815 | — | — |
| Q4 2023 | 12,634 | $822 | — | — |
| Q3 2023 | 12,719 | $754 | — | — |
| Q2 2023 | 12,719 | $776 | — | — |
| Q1 2023 | 12,719 | $704 | — | — |
| Q4 2022 | 12,719 | $644 | — | — |
| Q3 2022 | 12,719 | $637 | — | — |
| Q2 2022 | 12,719 | $684 | — | — |