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 | 3,969 | $424 | — | — |
| Q3 2025 | 4,001 | $418 | — | — |
| Q2 2025 | 3,978 | $379 | — | — |
| Q4 2024 | 3,967 | $349 | — | — |
| Q3 2024 | 3,960 | $328 | — | — |
| Q2 2024 | 3,954 | $317 | — | — |
| Q1 2024 | 3,947 | $289 | — | — |
| Q4 2023 | 3,941 | $256 | — | — |