SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Retirement Planning Group, LLC's Holding History (CIK: 0001508195)

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

Q4 2025
Shares 8,080 Value ($000) $1,251 Avg Close Range
Q3 2025
Shares 8,102 Value ($000) $1,127 Avg Close Range
Q2 2025
Shares 11,119 Value ($000) $1,499 Avg Close Range
Q1 2025
Shares 13,313 Value ($000) $1,944 Avg Close Range
Q4 2024
Shares 18,003 Value ($000) $2,477 Avg Close Range
Q3 2024
Shares 46,450 Value ($000) $7,154 Avg Close Range
Q2 2024
Shares 46,590 Value ($000) $6,790 Avg Close Range
Q1 2024
Shares 44,768 Value ($000) $6,614 Avg Close Range
Q4 2023
Shares 1,850 Value ($000) $252 Avg Close Range
Q4 2021
Shares 1,435 Value ($000) $202 Avg Close Range