SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 13,409 Value ($000) $2,076 Avg Close — Range —
Q3 2025
Shares 11,077 Value ($000) $1,542 Avg Close — Range —
Q2 2025
Shares 12,599 Value ($000) $1,698 Avg Close — Range —
Q1 2025
Shares 13,635 Value ($000) $1,991 Avg Close — Range —
Q4 2024
Shares 7,865 Value ($000) $1,082 Avg Close — Range —
Q3 2024
Shares 7,463 Value ($000) $1,149 Avg Close — Range —
Q2 2024
Shares 7,515 Value ($000) $1,095 Avg Close — Range —
Q1 2024
Shares 8,423 Value ($000) $1,244 Avg Close — Range —
Q4 2023
Shares 4,310 Value ($000) $588 Avg Close — Range —
Q3 2023
Shares 9,922 Value ($000) $1,277 Avg Close — Range —
Q2 2023
Shares 9,042 Value ($000) $1,200 Avg Close — Range —
Q1 2023
Shares 2,337 Value ($000) $303 Avg Close — Range —