SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 31,502 Value ($000) $1,684 Avg Close — Range —
Q3 2025
Shares 23,545 Value ($000) $1,264 Avg Close — Range —
Q2 2025
Shares 22,743 Value ($000) $1,187 Avg Close — Range —
Q1 2025
Shares 22,045 Value ($000) $1,029 Avg Close — Range —
Q4 2024
Shares 28,806 Value ($000) $1,363 Avg Close — Range —
Q3 2024
Shares 21,191 Value ($000) $1,006 Avg Close — Range —
Q2 2024
Shares 14,587 Value ($000) $611 Avg Close — Range —
Q1 2024
Shares 14,549 Value ($000) $576 Avg Close — Range —