SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 49,409 Value ($000) $2,209 Avg Close Range
Q3 2025
Shares 25,531 Value ($000) $2,281 Avg Close Range
Q2 2025
Shares 26,271 Value ($000) $2,228 Avg Close Range
Q1 2025
Shares 26,900 Value ($000) $2,514 Avg Close Range
Q4 2024
Shares 28,276 Value ($000) $2,422 Avg Close Range
Q3 2024
Shares 29,974 Value ($000) $2,632 Avg Close Range
Q2 2024
Shares 30,950 Value ($000) $2,821 Avg Close Range
Q1 2024
Shares 31,734 Value ($000) $2,996 Avg Close Range
Q4 2023
Shares 33,194 Value ($000) $2,783 Avg Close Range