SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q3 2025
Shares 13,635 Value ($000) $1,218 Avg Close — Range —
Q2 2025
Shares 14,293 Value ($000) $1,212 Avg Close — Range —
Q1 2025
Shares 21,952 Value ($000) $2,051 Avg Close — Range —
Q4 2024
Shares 22,806 Value ($000) $1,954 Avg Close — Range —
Q3 2024
Shares 23,245 Value ($000) $2,041 Avg Close — Range —
Q2 2024
Shares 23,451 Value ($000) $2,138 Avg Close — Range —
Q1 2024
Shares 23,799 Value ($000) $2,247 Avg Close — Range —
Q4 2023
Shares 24,621 Value ($000) $2,064 Avg Close — Range —
Q3 2023
Shares 24,692 Value ($000) $2,232 Avg Close — Range —
Q2 2023
Shares 25,290 Value ($000) $2,053 Avg Close — Range —
Q1 2023
Shares 25,290 Value ($000) $2,095 Avg Close — Range —
Q4 2022
Shares 26,692 Value ($000) $1,922 Avg Close — Range —
Q3 2022
Shares 26,692 Value ($000) $1,922 Avg Close — Range —
Q2 2022
Shares 26,898 Value ($000) $1,923 Avg Close — Range —
Q1 2022
Shares 27,746 Value ($000) $2,119 Avg Close — Range —
Q4 2021
Shares 27,192 Value ($000) $1,491 Avg Close — Range —