SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 777 Value ($000) $64 Avg Close — Range —
Q3 2025
Shares 831 Value ($000) $64 Avg Close — Range —
Q2 2025
Shares 675 Value ($000) $54 Avg Close — Range —
Q1 2025
Shares 884 Value ($000) $72 Avg Close — Range —
Q4 2024
Shares 284 Value ($000) $23 Avg Close — Range —
Q3 2024
Shares 382 Value ($000) $31 Avg Close — Range —
Q2 2024
Shares 433 Value ($000) $34 Avg Close — Range —
Q1 2024
Shares 424 Value ($000) $32 Avg Close — Range —
Q4 2023
Shares 582 Value ($000) $42 Avg Close — Range —
Q3 2023
Shares 397 Value ($000) $27 Avg Close — Range —
Q2 2023
Shares 397 Value ($000) $29 Avg Close — Range —
Q4 2022
Shares 511 Value ($000) $37 Avg Close — Range —