SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 556 Value ($000) $86 Avg Close — Range —
Q3 2025
Shares 677 Value ($000) $98 Avg Close — Range —
Q2 2025
Shares 617 Value ($000) $82 Avg Close — Range —
Q1 2025
Shares 1,006 Value ($000) $136 Avg Close — Range —
Q4 2024
Shares 320 Value ($000) $47 Avg Close — Range —
Q3 2024
Shares 661 Value ($000) $98 Avg Close — Range —
Q2 2024
Shares 741 Value ($000) $109 Avg Close — Range —
Q1 2024
Shares 743 Value ($000) $105 Avg Close — Range —
Q4 2023
Shares 715 Value ($000) $98 Avg Close — Range —
Q3 2023
Shares 525 Value ($000) $68 Avg Close — Range —
Q2 2023
Shares 525 Value ($000) $70 Avg Close — Range —
Q4 2022
Shares 738 Value ($000) $98 Avg Close — Range —