SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

ESG Planning's Holding History (CIK: 0001931465)

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

Q4 2025
Shares 5,580 Value ($000) $864 Avg Close — Range —
Q3 2025
Shares 5,548 Value ($000) $772 Avg Close — Range —
Q2 2025
Shares 5,770 Value ($000) $778 Avg Close — Range —