Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 73,082 | $7,638 | — | — |
| Q2 2025 | 77,944 | $7,430 | — | — |
| Q1 2025 | 79,715 | $6,407 | — | — |
| Q4 2024 | 77,823 | $6,841 | — | — |
| Q3 2024 | 79,023 | $6,519 | — | — |
| Q2 2024 | 87,246 | $6,991 | — | — |