SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 10,599 Value ($000) $874 Avg Close — Range —
Q3 2025
Shares 9,898 Value ($000) $767 Avg Close — Range —
Q2 2025
Shares 8,516 Value ($000) $693 Avg Close — Range —
Q1 2025
Shares 8,237 Value ($000) $662 Avg Close — Range —
Q4 2024
Shares 8,664 Value ($000) $661 Avg Close — Range —
Q3 2024
Shares 7,379 Value ($000) $608 Avg Close — Range —
Q2 2024
Shares 5,973 Value ($000) $462 Avg Close — Range —
Q1 2024
Shares 5,955 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 9,616 Value ($000) $695 Avg Close — Range —
Q3 2023
Shares 11,541 Value ($000) $779 Avg Close — Range —
Q2 2023
Shares 10,715 Value ($000) $795 Avg Close — Range —
Q1 2023
Shares 9,505 Value ($000) $737 Avg Close — Range —
Q4 2022
Shares 9,459 Value ($000) $698 Avg Close — Range —