SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 4,961 Value ($000) $770 Avg Close — Range —
Q3 2025
Shares 4,980 Value ($000) $768 Avg Close — Range —
Q2 2025
Shares 4,585 Value ($000) $676 Avg Close — Range —
Q1 2025
Shares 4,910 Value ($000) $644 Avg Close — Range —
Q4 2024
Shares 4,957 Value ($000) $653 Avg Close — Range —
Q3 2024
Shares 4,707 Value ($000) $638 Avg Close — Range —
Q2 2024
Shares 4,707 Value ($000) $574 Avg Close — Range —
Q1 2024
Shares 4,750 Value ($000) $598 Avg Close — Range —
Q4 2023
Shares 4,750 Value ($000) $541 Avg Close — Range —
Q3 2023
Shares 4,816 Value ($000) $488 Avg Close — Range —
Q2 2023
Shares 4,940 Value ($000) $530 Avg Close — Range —
Q1 2023
Shares 4,940 Value ($000) $500 Avg Close — Range —
Q4 2022
Shares 4,632 Value ($000) $455 Avg Close — Range —