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 | 5,857 | $625 | — | — |
| Q3 2025 | 5,901 | $617 | — | — |
| Q2 2025 | 4,808 | $458 | — | — |
| Q1 2025 | 4,808 | $386 | — | — |
| Q4 2024 | 4,829 | $424 | — | — |
| Q3 2024 | 4,829 | $401 | — | — |
| Q2 2024 | 4,852 | $389 | — | — |
| Q1 2024 | 3,944 | $289 | — | — |
| Q3 2023 | 30 | $2 | — | — |
| Q2 2023 | 540 | $33 | — | — |
| Q1 2023 | 51 | $3 | — | — |
| Q4 2022 | 51 | $3 | — | — |
| Q3 2022 | 241 | $13 | — | — |