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 | 152,437 | $16,273 | — | — |
| Q2 2025 | 106,436 | $10,145 | — | — |
| Q1 2025 | 66,437 | $5,340 | — | — |
| Q4 2024 | 105,552 | $9,713 | — | — |
| Q3 2024 | 116,373 | $9,683 | — | — |
| Q2 2024 | 92,544 | $7,416 | — | — |
| Q1 2024 | 74,350 | $5,439 | — | — |