SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q1 2025
Shares 11,100 Value ($000) $1,621 Avg Close — Range —
Q4 2024
Shares 11,109 Value ($000) $1,528 Avg Close — Range —
Q3 2024
Shares 27,280 Value ($000) $4,202 Avg Close — Range —
Q2 2024
Shares 28,255 Value ($000) $4,118 Avg Close — Range —
Q1 2024
Shares 28,755 Value ($000) $4,248 Avg Close — Range —
Q4 2023
Shares 30,593 Value ($000) $4,172 Avg Close — Range —
Q3 2023
Shares 33,757 Value ($000) $4,346 Avg Close — Range —
Q2 2023
Shares 35,223 Value ($000) $4,675 Avg Close — Range —
Q1 2023
Shares 37,034 Value ($000) $4,794 Avg Close — Range —
Q4 2022
Shares 3,250 Value ($000) $394 Avg Close — Range —
Q3 2022
Shares 3,250 Value ($000) $394 Avg Close — Range —
Q2 2022
Shares 3,308 Value ($000) $425 Avg Close — Range —
Q1 2022
Shares 3,532 Value ($000) $484 Avg Close — Range —
Q4 2021
Shares 3,846 Value ($000) $540 Avg Close — Range —