SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Intrepid Financial Planning Group LLC's Holding History (CIK: 0001641296)

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

Q4 2025
Shares 8,149 Value ($000) $1,261 Avg Close Range
Q3 2025
Shares 8,033 Value ($000) $1,118 Avg Close Range
Q2 2025
Shares 14,846 Value ($000) $2,001 Avg Close Range
Q1 2025
Shares 14,846 Value ($000) $2,168 Avg Close Range
Q4 2024
Shares 15,008 Value ($000) $2,065 Avg Close Range
Q3 2024
Shares 15,437 Value ($000) $2,378 Avg Close Range
Q2 2024
Shares 16,294 Value ($000) $2,375 Avg Close Range
Q1 2024
Shares 16,374 Value ($000) $2,419 Avg Close Range
Q4 2023
Shares 16,364 Value ($000) $2,232 Avg Close Range
Q3 2023
Shares 16,700 Value ($000) $2,150 Avg Close Range
Q2 2023
Shares 17,862 Value ($000) $2,371 Avg Close Range
Q1 2023
Shares 18,168 Value ($000) $2,352 Avg Close Range
Q4 2022
Shares 18,164 Value ($000) $2,468 Avg Close Range
Q3 2022
Shares 18,343 Value ($000) $2,222 Avg Close Range
Q2 2022
Shares 18,322 Value ($000) $2,350 Avg Close Range