SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 3,981 Value ($000) $178 Avg Close — Range —
Q3 2025
Shares 1,977 Value ($000) $177 Avg Close — Range —
Q2 2025
Shares 2,002 Value ($000) $170 Avg Close — Range —
Q1 2025
Shares 2,371 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 2,534 Value ($000) $217 Avg Close — Range —