SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 11,427 Value ($000) $626 Avg Close — Range —
Q2 2025
Shares 13,998 Value ($000) $733 Avg Close — Range —
Q1 2025
Shares 11,161 Value ($000) $556 Avg Close — Range —
Q4 2024
Shares 14,300 Value ($000) $691 Avg Close — Range —