SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 13,012 Value ($000) $713 Avg Close — Range —
Q3 2025
Shares 12,969 Value ($000) $699 Avg Close — Range —
Q2 2025
Shares 11,552 Value ($000) $605 Avg Close — Range —
Q1 2025
Shares 11,614 Value ($000) $578 Avg Close — Range —
Q4 2024
Shares 3,024 Value ($000) $146 Avg Close — Range —