SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 5,162 Value ($000) $743 Avg Close — Range —
Q3 2025
Shares 2,582 Value ($000) $728 Avg Close — Range —
Q2 2025
Shares 2,447 Value ($000) $620 Avg Close — Range —
Q1 2025
Shares 1,629 Value ($000) $336 Avg Close — Range —
Q4 2024
Shares 1,665 Value ($000) $387 Avg Close — Range —
Q3 2024
Shares 2,521 Value ($000) $569 Avg Close — Range —
Q2 2024
Shares 2,851 Value ($000) $645 Avg Close — Range —
Q1 2024
Shares 2,848 Value ($000) $593 Avg Close — Range —
Q4 2023
Shares 3,274 Value ($000) $630 Avg Close — Range —
Q3 2023
Shares 3,240 Value ($000) $531 Avg Close — Range —
Q2 2023
Shares 2,642 Value ($000) $459 Avg Close — Range —
Q1 2023
Shares 3,141 Value ($000) $474 Avg Close — Range —
Q4 2022
Shares 3,352 Value ($000) $481 Avg Close — Range —
Q1 2022
Shares 3,565 Value ($000) $504 Avg Close — Range —
Q4 2021
Shares 12,910 Value ($000) $2,091 Avg Close — Range —
Q3 2021
Shares 15,776 Value ($000) $2,722 Avg Close — Range —
Q2 2021
Shares 58,496 Value ($000) $8,966 Avg Close — Range —
Q1 2021
Shares 58,567 Value ($000) $8,013 Avg Close — Range —
Q4 2020
Shares 58,283 Value ($000) $7,904 Avg Close — Range —
Q3 2020
Shares 57,086 Value ($000) $6,861 Avg Close — Range —
Q2 2020
Shares 68,016 Value ($000) $7,751 Avg Close — Range —
Q1 2020
Shares 72,621 Value ($000) $6,754 Avg Close — Range —
Q4 2019
Shares 74,529 Value ($000) $7,586 Avg Close — Range —
Q3 2019
Shares 82,506 Value ($000) $7,149 Avg Close — Range —
Q2 2019
Shares 85,795 Value ($000) $6,812 Avg Close — Range —
Q1 2019
Shares 92,146 Value ($000) $6,939 Avg Close — Range —
Q4 2018
Shares 95,097 Value ($000) $6,621 Avg Close — Range —
Q3 2018
Shares 98,652 Value ($000) $6,334 Avg Close — Range —
Q2 2018
Shares 101,745 Value ($000) $7,068 Avg Close — Range —
Q1 2018
Shares 85,474 Value ($000) $5,592 Avg Close — Range —
Q4 2017
Shares 73,614 Value ($000) $4,708 Avg Close — Range —
Q3 2017
Shares 79,799 Value ($000) $4,716 Avg Close — Range —
Q2 2017
Shares 77,427 Value ($000) $4,237 Avg Close — Range —
Q1 2017
Shares 6,734 Value ($000) $357,441 Avg Close — Range —
Q3 2016
Shares 68,759 Value ($000) $3,263,986 Avg Close — Range —
Q2 2016
Shares 136,030 Value ($000) $2,997,473 Avg Close — Range —
Q4 2015
Shares 265,873 Value ($000) $3,892,109 Avg Close — Range —
Q1 2015
Shares 219 Value ($000) $9 Avg Close — Range —