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 | 7,160 | $764 | — | — |
| Q3 2025 | 7,129 | $745 | — | — |
| Q2 2025 | 6,626 | $632 | — | — |
| Q1 2025 | 6,684 | $537 | — | — |
| Q4 2024 | 6,911 | $607 | — | — |
| Q3 2024 | 6,906 | $573 | — | — |
| Q2 2024 | 7,101 | $569 | — | — |
| Q1 2024 | 7,002 | $512 | — | — |
| Q4 2023 | 6,204 | $404 | — | — |