SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 2,260 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 1,130 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 1,130 Value ($000) $286 Avg Close — Range —