SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 54,907 Value ($000) $8,500 Avg Close — Range —
Q3 2025
Shares 21,239 Value ($000) $2,956 Avg Close — Range —
Q2 2025
Shares 20,738 Value ($000) $2,795 Avg Close — Range —
Q1 2025
Shares 18,752 Value ($000) $2,738 Avg Close — Range —
Q4 2024
Shares 19,411 Value ($000) $2,670 Avg Close — Range —
Q3 2024
Shares 17,084 Value ($000) $2,631 Avg Close — Range —
Q2 2024
Shares 16,283 Value ($000) $2,373 Avg Close — Range —
Q1 2024
Shares 15,676 Value ($000) $2,316 Avg Close — Range —
Q4 2023
Shares 15,298 Value ($000) $2,086 Avg Close — Range —