SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 43,426 Value ($000) $2,378 Avg Close — Range —
Q3 2025
Shares 28,117 Value ($000) $1,515 Avg Close — Range —
Q2 2025
Shares 32,714 Value ($000) $1,713 Avg Close — Range —
Q1 2025
Shares 24,360 Value ($000) $1,213 Avg Close — Range —
Q4 2024
Shares 7,222 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 12,083 Value ($000) $497 Avg Close — Range —
Q1 2024
Shares 13,208 Value ($000) $556 Avg Close — Range —
Q4 2023
Shares 17,562 Value ($000) $660 Avg Close — Range —
Q3 2023
Shares 26,347 Value ($000) $874 Avg Close — Range —