SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 4,693 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 5,187 Value ($000) $279 Avg Close — Range —