SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 18,645 Value ($000) $933 Avg Close — Range —
Q3 2025
Shares 8,823 Value ($000) $772 Avg Close — Range —
Q2 2025
Shares 7,330 Value ($000) $627 Avg Close — Range —
Q1 2025
Shares 6,725 Value ($000) $546 Avg Close — Range —
Q4 2024
Shares 6,646 Value ($000) $601 Avg Close — Range —
Q3 2024
Shares 6,586 Value ($000) $579 Avg Close — Range —
Q2 2024
Shares 6,385 Value ($000) $552 Avg Close — Range —
Q1 2024
Shares 6,270 Value ($000) $580 Avg Close — Range —
Q4 2023
Shares 6,085 Value ($000) $510 Avg Close — Range —
Q3 2023
Shares 5,019 Value ($000) $454 Avg Close — Range —
Q2 2023
Shares 2,848 Value ($000) $231 Avg Close — Range —
Q4 2022
Shares 2,711 Value ($000) $243 Avg Close — Range —