SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 77,390 Value ($000) $4,239 Avg Close — Range —
Q3 2025
Shares 76,153 Value ($000) $4,102 Avg Close — Range —
Q2 2025
Shares 76,795 Value ($000) $4,022 Avg Close — Range —
Q1 2025
Shares 78,429 Value ($000) $3,907 Avg Close — Range —
Q4 2024
Shares 73,616 Value ($000) $3,558 Avg Close — Range —