SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 7,199 Value ($000) $322 Avg Close — Range —
Q3 2025
Shares 2,496 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 3,489 Value ($000) $296 Avg Close — Range —
Q1 2023
Shares 390 Value ($000) $32 Avg Close — Range —
Q4 2022
Shares 8,395 Value ($000) $755 Avg Close — Range —
Q3 2022
Shares 8,680 Value ($000) $739 Avg Close — Range —
Q1 2022
Shares 11,007 Value ($000) $827 Avg Close — Range —