SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q3 2025
Shares 10,841 Value ($000) $969 Avg Close — Range —
Q2 2025
Shares 10,891 Value ($000) $924 Avg Close — Range —