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 | 3,795 | $405 | — | — |
| Q3 2025 | 4,171 | $436 | — | — |
| Q2 2025 | 3,424 | $326 | — | — |
| Q1 2025 | 4,109 | $330 | — | — |
| Q4 2024 | 4,109 | $361 | — | — |
| Q3 2024 | 4,358 | $361 | — | — |
| Q2 2024 | 9,224 | $739 | — | — |