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 | 9,032 | $964 | — | — |
| Q3 2025 | 7,779 | $813 | — | — |
| Q2 2025 | 7,769 | $741 | — | — |
| Q1 2025 | 15,514 | $1,247 | — | — |
| Q4 2024 | 5,439 | $478 | — | — |
| Q3 2024 | 5,429 | $450 | — | — |
| Q4 2023 | 325 | $475 | — | — |