SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 231,046 Value ($000) $10,478 Avg Close — Range —
Q3 2025
Shares 118,645 Value ($000) $10,633 Avg Close — Range —
Q2 2025
Shares 2,668 Value ($000) $234 Avg Close — Range —
Q1 2025
Shares 66,146 Value ($000) $5,687 Avg Close — Range —