SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 536 Value ($000) $65 Avg Close — Range —
Q3 2025
Shares 489 Value ($000) $114 Avg Close — Range —
Q2 2025
Shares 412 Value ($000) $90 Avg Close — Range —
Q1 2025
Shares 416 Value ($000) $79 Avg Close — Range —
Q4 2024
Shares 201 Value ($000) $46 Avg Close — Range —
Q3 2024
Shares 242 Value ($000) $48 Avg Close — Range —
Q2 2024
Shares 268 Value ($000) $46 Avg Close — Range —
Q1 2024
Shares 263 Value ($000) $47 Avg Close — Range —
Q4 2023
Shares 243 Value ($000) $43 Avg Close — Range —
Q3 2023
Shares 191 Value ($000) $31 Avg Close — Range —
Q2 2023
Shares 191 Value ($000) $32 Avg Close — Range —
Q4 2022
Shares 247 Value ($000) $34 Avg Close — Range —