SELECT SECTOR SPDR TR

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

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

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

Q2 2025
Shares 2,489 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 3,156 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 4,816 Value ($000) $400 Avg Close — Range —
Q2 2024
Shares 4,970 Value ($000) $381 Avg Close — Range —
Q1 2024
Shares 4,903 Value ($000) $374 Avg Close — Range —
Q2 2023
Shares 10,838 Value ($000) $804 Avg Close — Range —
Q1 2023
Shares 12,562 Value ($000) $938 Avg Close — Range —