SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 2,972 Value ($000) $355 Avg Close — Range —
Q2 2025
Shares 1,337 Value ($000) $291 Avg Close — Range —
Q1 2025
Shares 1,910 Value ($000) $377 Avg Close — Range —
Q4 2024
Shares 965 Value ($000) $217 Avg Close — Range —
Q1 2024
Shares 2,749 Value ($000) $506 Avg Close — Range —
Q4 2023
Shares 3,143 Value ($000) $562 Avg Close — Range —
Q2 2023
Shares 4,391 Value ($000) $746 Avg Close — Range —