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 | 8,460 | $903 | — | — |
| Q3 2025 | 8,428 | $881 | — | — |
| Q2 2025 | 8,425 | $803 | — | — |
| Q1 2025 | 13,850 | $1,113 | — | — |
| Q4 2023 | 58 | $4 | — | — |