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 | 6,006 | $641 | — | — |
| Q3 2025 | 6,236 | $652 | — | — |
| Q2 2025 | 6,951 | $663 | — | — |
| Q1 2025 | 6,991 | $562 | — | — |
| Q4 2024 | 7,186 | $632 | — | — |
| Q3 2024 | 7,396 | $613 | — | — |
| Q2 2024 | 7,512 | $602 | — | — |
| Q1 2024 | 8,346 | $611 | — | — |
| Q4 2023 | 8,874 | $577 | — | — |
| Q3 2023 | 10,447 | $619 | — | — |
| Q2 2023 | 15,814 | $965 | — | — |
| Q1 2023 | 17,101 | $947 | — | — |
| Q4 2022 | 17,536 | $889 | — | — |
| Q3 2022 | 16,801 | $842 | — | — |
| Q2 2022 | 16,430 | $859 | — | — |
| Q1 2022 | 15,886 | $1,052 | — | — |