SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 8,325 Value ($000) $1,289 Avg Close — Range —
Q3 2025
Shares 11,115 Value ($000) $1,547 Avg Close — Range —
Q2 2025
Shares 15,280 Value ($000) $2,060 Avg Close — Range —
Q1 2025
Shares 17,224 Value ($000) $2,515 Avg Close — Range —
Q4 2024
Shares 17,566 Value ($000) $2,417 Avg Close — Range —
Q3 2024
Shares 18,823 Value ($000) $2,899 Avg Close — Range —
Q2 2024
Shares 18,750 Value ($000) $2,733 Avg Close — Range —
Q1 2024
Shares 18,421 Value ($000) $2,721 Avg Close — Range —
Q4 2023
Shares 18,727 Value ($000) $2,554 Avg Close — Range —
Q3 2023
Shares 22,435 Value ($000) $2,888 Avg Close — Range —
Q2 2023
Shares 23,188 Value ($000) $3,078 Avg Close — Range —
Q1 2023
Shares 20,291 Value ($000) $2,627 Avg Close — Range —
Q4 2022
Shares 15,010 Value ($000) $2,039 Avg Close — Range —
Q3 2022
Shares 13,209 Value ($000) $1,600 Avg Close — Range —
Q2 2022
Shares 1,599 Value ($000) $205 Avg Close — Range —