SELECT SECTOR SPDR TR

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 1,840 Value ($000) $220 Avg Close — Range —
Q3 2025
Shares 919 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 919 Value ($000) $206 Avg Close — Range —