SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 11,704 Value ($000) $523 Avg Close — Range —
Q3 2025
Shares 4,385 Value ($000) $392 Avg Close — Range —
Q2 2025
Shares 6,203 Value ($000) $526 Avg Close — Range —
Q1 2025
Shares 6,018 Value ($000) $562 Avg Close — Range —
Q4 2024
Shares 4,156 Value ($000) $356 Avg Close — Range —
Q1 2024
Shares 6,824 Value ($000) $644 Avg Close — Range —
Q4 2023
Shares 9,527 Value ($000) $799 Avg Close — Range —
Q3 2023
Shares 18,139 Value ($000) $1,640 Avg Close — Range —
Q2 2023
Shares 12,086 Value ($000) $981 Avg Close — Range —
Q1 2023
Shares 2,815 Value ($000) $233 Avg Close — Range —