SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 42,168 Value ($000) $2,310 Avg Close — Range —
Q3 2025
Shares 41,689 Value ($000) $2,246 Avg Close — Range —
Q2 2025
Shares 41,261 Value ($000) $2,161 Avg Close — Range —
Q1 2025
Shares 41,606 Value ($000) $2,072 Avg Close — Range —
Q4 2024
Shares 35,201 Value ($000) $1,701 Avg Close — Range —
Q3 2024
Shares 34,302 Value ($000) $1,555 Avg Close — Range —
Q2 2024
Shares 34,509 Value ($000) $1,419 Avg Close — Range —
Q1 2024
Shares 33,748 Value ($000) $1,421 Avg Close — Range —
Q4 2023
Shares 35,164 Value ($000) $1,322 Avg Close — Range —
Q3 2023
Shares 96,087 Value ($000) $3,187 Avg Close — Range —
Q2 2023
Shares 95,823 Value ($000) $3,230 Avg Close — Range —
Q1 2023
Shares 94,681 Value ($000) $3,044 Avg Close — Range —
Q4 2022
Shares 96,004 Value ($000) $3,524 Avg Close — Range —
Q1 2022
Shares 98,636 Value ($000) $3,404 Avg Close — Range —
Q4 2021
Shares 107,663 Value ($000) $4,205 Avg Close — Range —
Q3 2021
Shares 104,124 Value ($000) $4,092 Avg Close — Range —
Q2 2021
Shares 99,935 Value ($000) $3,877 Avg Close — Range —
Q1 2021
Shares 95,761 Value ($000) $3,517 Avg Close — Range —
Q4 2020
Shares 92,759 Value ($000) $2,864 Avg Close — Range —
Q3 2020
Shares 89,115 Value ($000) $2,370 Avg Close — Range —
Q2 2020
Shares 90,068 Value ($000) $2,259 Avg Close — Range —
Q1 2020
Shares 90,355 Value ($000) $1,915 Avg Close — Range —
Q4 2019
Shares 82,393 Value ($000) $2,565 Avg Close — Range —
Q3 2019
Shares 81,750 Value ($000) $2,420 Avg Close — Range —
Q2 2019
Shares 83,811 Value ($000) $2,261 Avg Close — Range —
Q1 2019
Shares 91,227 Value ($000) $2,444 Avg Close — Range —
Q4 2018
Shares 90,880 Value ($000) $2,402 Avg Close — Range —
Q3 2018
Shares 92,936 Value ($000) $2,434 Avg Close — Range —
Q2 2018
Shares 91,444 Value ($000) $2,431 Avg Close — Range —
Q1 2018
Shares 90,770 Value ($000) $2,502 Avg Close — Range —
Q4 2017
Shares 90,260 Value ($000) $2,519 Avg Close — Range —
Q3 2017
Shares 89,827 Value ($000) $2,323 Avg Close — Range —
Q2 2017
Shares 87,588 Value ($000) $2,161 Avg Close — Range —
Q1 2017
Shares 7,208 Value ($000) $169,173 Avg Close — Range —
Q3 2016
Shares 89,509 Value ($000) $1,726,639 Avg Close — Range —
Q2 2016
Shares 96,259 Value ($000) $2,163,811 Avg Close — Range —
Q4 2015
Shares 103,338 Value ($000) $2,449,986 Avg Close — Range —
Q1 2015
Shares 94,615 Value ($000) $2,266 Avg Close — Range —