SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 15,225 Value ($000) $2,357 Avg Close — Range —
Q3 2025
Shares 15,007 Value ($000) $2,088 Avg Close — Range —
Q2 2025
Shares 16,367 Value ($000) $2,206 Avg Close — Range —
Q1 2025
Shares 16,015 Value ($000) $2,338 Avg Close — Range —
Q4 2024
Shares 15,919 Value ($000) $2,190 Avg Close — Range —
Q3 2024
Shares 15,778 Value ($000) $2,430 Avg Close — Range —
Q2 2024
Shares 15,304 Value ($000) $2,231 Avg Close — Range —
Q1 2024
Shares 13,433 Value ($000) $1,984 Avg Close — Range —
Q4 2023
Shares 13,568 Value ($000) $1,850 Avg Close — Range —
Q3 2023
Shares 12,379 Value ($000) $1,594 Avg Close — Range —
Q2 2023
Shares 11,554 Value ($000) $1,534 Avg Close — Range —
Q1 2023
Shares 11,282 Value ($000) $1,461 Avg Close — Range —
Q4 2022
Shares 11,732 Value ($000) $1,558 Avg Close — Range —
Q1 2022
Shares 2,716 Value ($000) $354 Avg Close — Range —
Q4 2021
Shares 11,322 Value ($000) $1,486 Avg Close — Range —
Q3 2021
Shares 13,283 Value ($000) $1,764 Avg Close — Range —
Q2 2021
Shares 42,995 Value ($000) $5,667 Avg Close — Range —
Q1 2021
Shares 42,541 Value ($000) $5,226 Avg Close — Range —
Q4 2020
Shares 42,832 Value ($000) $4,946 Avg Close — Range —
Q3 2020
Shares 42,742 Value ($000) $4,733 Avg Close — Range —
Q2 2020
Shares 52,680 Value ($000) $5,637 Avg Close — Range —
Q1 2020
Shares 53,558 Value ($000) $5,333 Avg Close — Range —
Q2 2017
Shares 52,890 Value ($000) $4,191 Avg Close — Range —
Q1 2017
Shares 5,879 Value ($000) $435,935 Avg Close — Range —
Q3 2016
Shares 47,433 Value ($000) $3,410,933 Avg Close — Range —
Q2 2016
Shares 99,589 Value ($000) $3,569,761 Avg Close — Range —
Q4 2015
Shares 177,619 Value ($000) $4,537,703 Avg Close — Range —
Q2 2015
Shares 40,724 Value ($000) $3,031 Avg Close — Range —
Q1 2015
Shares 13,171 Value ($000) $955 Avg Close — Range —