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 | 378 | $40 | — | — |
| Q3 2025 | 376 | $39 | — | — |
| Q2 2025 | 374 | $36 | — | — |
| Q1 2025 | 371 | $30 | — | — |
| Q4 2024 | 370 | $33 | — | — |
| Q3 2024 | 370 | $31 | — | — |
| Q2 2024 | 342 | $27 | — | — |
| Q1 2024 | 331 | $24 | — | — |
| Q4 2023 | 331 | $22 | — | — |
| Q3 2023 | 330 | $20 | — | — |
| Q2 2023 | 327 | $20 | — | — |
| Q1 2023 | 326 | $18 | — | — |
| Q4 2022 | 330 | $17 | — | — |
| Q3 2022 | 330 | $17 | — | — |
| Q2 2022 | 325 | $17 | — | — |
| Q1 2022 | 10 | $1 | — | — |
| Q4 2021 | 5 | $0 | — | — |