SELECT SECTOR SPDR TR

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

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 3,704 Value ($000) $442 Avg Close — Range —
Q2 2025
Shares 1,848 Value ($000) $402 Avg Close — Range —
Q4 2024
Shares 1,342 Value ($000) $301 Avg Close — Range —