SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 3,031 Value ($000) $469 Avg Close — Range —
Q3 2025
Shares 3,081 Value ($000) $429 Avg Close — Range —
Q2 2025
Shares 2,936 Value ($000) $396 Avg Close — Range —
Q1 2025
Shares 3,702 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 3,588 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 3,588 Value ($000) $553 Avg Close — Range —
Q2 2024
Shares 3,529 Value ($000) $514 Avg Close — Range —
Q1 2024
Shares 3,645 Value ($000) $539 Avg Close — Range —
Q4 2023
Shares 3,645 Value ($000) $497 Avg Close — Range —
Q3 2023
Shares 3,252 Value ($000) $419 Avg Close — Range —
Q2 2023
Shares 3,252 Value ($000) $432 Avg Close — Range —
Q1 2023
Shares 3,252 Value ($000) $421 Avg Close — Range —
Q4 2022
Shares 3,953 Value ($000) $537 Avg Close — Range —