SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 2,051 Value ($000) $318 Avg Close — Range —
Q3 2025
Shares 2,066 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 2,280 Value ($000) $336 Avg Close — Range —