SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 3,933 Value ($000) $609 Avg Close — Range —
Q2 2025
Shares 2,774 Value ($000) $374 Avg Close — Range —
Q1 2025
Shares 4,332 Value ($000) $633 Avg Close — Range —
Q4 2024
Shares 2,544 Value ($000) $350 Avg Close — Range —