SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

PLANWISER FINANCIAL, LLC's Holding History (CIK: 0002043741)

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

Q4 2025
Shares 64,921 Value ($000) $3,471 Avg Close — Range —
Q3 2025
Shares 46,982 Value ($000) $2,450 Avg Close — Range —
Q2 2025
Shares 56,871 Value ($000) $3,018 Avg Close — Range —
Q1 2025
Shares 43,133 Value ($000) $2,133 Avg Close — Range —