SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 428,680 Value ($000) $23,479 Avg Close — Range —
Q3 2025
Shares 423,944 Value ($000) $22,838 Avg Close — Range —
Q2 2025
Shares 418,951 Value ($000) $21,940 Avg Close — Range —
Q1 2025
Shares 410,419 Value ($000) $20,443 Avg Close — Range —
Q4 2024
Shares 413,491 Value ($000) $19,984 Avg Close — Range —
Q3 2024
Shares 408,803 Value ($000) $18,527 Avg Close — Range —
Q2 2024
Shares 404,125 Value ($000) $16,614 Avg Close — Range —
Q1 2024
Shares 396,689 Value ($000) $16,709 Avg Close — Range —
Q4 2023
Shares 388,731 Value ($000) $14,616 Avg Close — Range —
Q3 2023
Shares 396,830 Value ($000) $13,163 Avg Close — Range —