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 | 3,813 | $407 | — | — |
| Q3 2025 | 3,847 | $402 | — | — |
| Q2 2025 | 3,794 | $362 | — | — |
| Q1 2025 | 5,719 | $503 | — | — |
| Q4 2024 | 5,719 | $503 | — | — |
| Q3 2024 | 6,268 | $520 | — | — |