SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 7,102 Value ($000) $1,124 Avg Close — Range —
Q3 2025
Shares 7,677 Value ($000) $1,106 Avg Close — Range —
Q2 2025
Shares 9,946 Value ($000) $1,342 Avg Close — Range —
Q1 2025
Shares 9,641 Value ($000) $1,320 Avg Close — Range —
Q4 2024
Shares 9,087 Value ($000) $1,269 Avg Close — Range —
Q3 2024
Shares 7,916 Value ($000) $1,213 Avg Close — Range —
Q2 2024
Shares 9,320 Value ($000) $1,364 Avg Close — Range —
Q1 2024
Shares 9,292 Value ($000) $1,289 Avg Close — Range —
Q4 2023
Shares 11,550 Value ($000) $1,610 Avg Close — Range —
Q3 2023
Shares 11,877 Value ($000) $1,527 Avg Close — Range —
Q2 2023
Shares 11,095 Value ($000) $1,473 Avg Close — Range —
Q1 2023
Shares 9,690 Value ($000) $1,301 Avg Close — Range —
Q4 2022
Shares 9,657 Value ($000) $1,290 Avg Close — Range —