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 | 125,978 | $13,442 | — | — |
| Q3 2025 | 124,429 | $13,004 | — | — |
| Q2 2025 | 120,766 | $11,511 | — | — |
| Q1 2025 | 118,054 | $9,488 | — | — |
| Q4 2024 | 106,514 | $9,363 | — | — |
| Q3 2024 | 96,715 | $8,022 | — | — |
| Q2 2024 | 78,828 | $6,316 | — | — |
| Q1 2024 | 23,211 | $1,698 | — | — |
| Q4 2023 | 19,929 | $1,297 | — | — |