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 | 730 | $78 | — | — |
| Q3 2025 | 694 | $73 | — | — |
| Q2 2025 | 660 | $62 | — | — |
| Q4 2024 | 1,849 | $164 | — | — |
| Q3 2024 | 1,026 | $82 | — | — |
| Q2 2024 | 1,026 | $82 | — | — |