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 | 103,378 | $11,030 | — | — |
| Q3 2025 | 109,044 | $11,396 | — | — |
| Q2 2025 | 118,372 | $11,283 | — | — |
| Q1 2025 | 114,443 | $9,198 | — | — |
| Q4 2024 | 129,232 | $11,359 | — | — |