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 | 5,625 | $600 | — | — |
| Q3 2025 | 5,623 | $588 | — | — |
| Q2 2025 | 6,861 | $654 | — | — |
| Q1 2025 | 6,860 | $555 | — | — |
| Q4 2024 | 6,922 | $608 | — | — |
| Q3 2024 | 6,988 | $580 | — | — |
| Q2 2024 | 7,117 | $570 | — | — |
| Q1 2024 | 7,230 | $529 | — | — |
| Q4 2023 | 7,228 | $470 | — | — |