SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q1 2024
Shares 6,058 Value ($000) $572 Avg Close — Range —
Q4 2023
Shares 4,911 Value ($000) $412 Avg Close — Range —
Q4 2022
Shares 4,922 Value ($000) $430 Avg Close — Range —