SELECT SECTOR SPDR TR

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

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 127,370 Value ($000) $9,894 Avg Close — Range —
Q3 2025
Shares 2,723 Value ($000) $213 Avg Close — Range —
Q2 2025
Shares 4,377 Value ($000) $354 Avg Close — Range —
Q1 2025
Shares 71,988 Value ($000) $5,879 Avg Close — Range —
Q4 2024
Shares 66,540 Value ($000) $4,955 Avg Close — Range —