SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 18,703 Value ($000) $836 Avg Close — Range —
Q3 2025
Shares 7,644 Value ($000) $683 Avg Close — Range —
Q1 2025
Shares 2,611 Value ($000) $244 Avg Close — Range —