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 | 5,202 | $559 | — | — |
| Q3 2025 | 5,698 | $593 | — | — |
| Q2 2025 | 7,155 | $687 | — | — |
| Q1 2025 | 5,415 | $418 | — | — |
| Q4 2024 | 6,134 | $542 | — | — |
| Q3 2024 | 5,527 | $466 | — | — |
| Q2 2024 | 4,811 | $399 | — | — |
| Q1 2024 | 6,871 | $472 | — | — |
| Q4 2023 | 6,392 | $418 | — | — |
| Q3 2023 | 5,616 | $341 | — | — |
| Q2 2023 | 4,003 | $246 | — | — |
| Q4 2022 | 1,378 | $70 | — | — |