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 | 615 | $66 | — | — |
| Q3 2025 | 614 | $64 | — | — |
| Q4 2024 | 6,477 | $569 | — | — |
| Q3 2024 | 6,598 | $577 | — | — |
| Q2 2024 | 644 | $52 | — | — |
| Q1 2024 | 517 | $38 | — | — |
| Q4 2023 | 34,244 | $2,228 | — | — |