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 | 8,140 | $869 | — | — |
| Q3 2025 | 9,420 | $984 | — | — |
| Q2 2025 | 9,558 | $911 | — | — |
| Q4 2024 | 33,720 | $2,964 | — | — |
| Q2 2024 | 14,997 | $1,202 | — | — |
| Q3 2023 | 11,554 | $685 | — | — |
| Q4 2021 | 3,738 | $271 | — | — |