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 | 4,080 | $435 | — | — |
| Q3 2025 | 4,157 | $434 | — | — |
| Q2 2025 | 3,732 | $356 | — | — |
| Q1 2025 | 3,962 | $318 | — | — |
| Q4 2024 | 3,704 | $326 | — | — |
| Q3 2024 | 3,759 | $312 | — | — |
| Q2 2024 | 4,962 | $398 | — | — |
| Q1 2024 | 5,399 | $395 | — | — |
| Q4 2023 | 4,417 | $287 | — | — |
| Q3 2023 | 4,131 | $245 | — | — |
| Q2 2023 | 4,126 | $252 | — | — |
| Q4 2022 | 5,954 | $314 | — | — |