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 | 16,930 | $1,806 | — | — |
| Q3 2025 | 19,285 | $2,015 | — | — |
| Q2 2025 | 19,683 | $1,876 | — | — |
| Q1 2025 | 22,764 | $1,830 | — | — |
| Q3 2024 | 26,463 | $2,195 | — | — |
| Q2 2024 | 27,849 | $2,232 | — | — |