SELECT SECTOR SPDR TR

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

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 29,469 Value ($000) $3,519 Avg Close — Range —
Q3 2025
Shares 12,389 Value ($000) $2,969 Avg Close — Range —
Q2 2025
Shares 10,304 Value ($000) $2,239 Avg Close — Range —
Q1 2025
Shares 7,562 Value ($000) $1,493 Avg Close — Range —
Q4 2024
Shares 4,958 Value ($000) $1,112 Avg Close — Range —
Q3 2024
Shares 3,906 Value ($000) $783 Avg Close — Range —
Q2 2024
Shares 3,220 Value ($000) $589 Avg Close — Range —
Q1 2024
Shares 3,008 Value ($000) $553 Avg Close — Range —