SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 3,261 Value ($000) $173 Avg Close — Range —
Q3 2025
Shares 2,996 Value ($000) $156 Avg Close — Range —
Q2 2025
Shares 2,213 Value ($000) $114 Avg Close — Range —
Q1 2025
Shares 2,449 Value ($000) $117 Avg Close — Range —
Q4 2024
Shares 823 Value ($000) $42 Avg Close — Range —
Q3 2024
Shares 244 Value ($000) $11 Avg Close — Range —
Q2 2024
Shares 202 Value ($000) $8 Avg Close — Range —
Q1 2024
Shares 179 Value ($000) $7 Avg Close — Range —