INVESCO EXCHANGE TRADED FD T

Ticker: XLG CUSIP: 46137V233 Class: S&P 500 TOP 50

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 171,491 Value ($000) $10,166 Avg Close — Range —
Q3 2025
Shares 169,614 Value ($000) $9,756 Avg Close — Range —
Q2 2025
Shares 84,042 Value ($000) $4,379 Avg Close — Range —
Q1 2025
Shares 54,359 Value ($000) $2,502 Avg Close — Range —
Q4 2023
Shares 28,960 Value ($000) $1,092 Avg Close — Range —