SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 6,930 Value ($000) $380 Avg Close — Range —
Q3 2025
Shares 6,629 Value ($000) $357 Avg Close — Range —
Q2 2025
Shares 6,832 Value ($000) $358 Avg Close — Range —
Q1 2025
Shares 6,745 Value ($000) $336 Avg Close — Range —
Q4 2024
Shares 108,968 Value ($000) $5,267 Avg Close — Range —