SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 81,261 Value ($000) $3,633 Avg Close — Range —
Q3 2025
Shares 42,135 Value ($000) $3,764 Avg Close — Range —
Q2 2025
Shares 41,484 Value ($000) $3,518 Avg Close — Range —
Q1 2025
Shares 41,133 Value ($000) $3,844 Avg Close — Range —
Q4 2024
Shares 40,475 Value ($000) $3,467 Avg Close — Range —