SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,438 Value ($000) $215 Avg Close — Range —
Q3 2025
Shares 3 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 976 Value ($000) $254 Avg Close — Range —
Q1 2025
Shares 961 Value ($000) $190 Avg Close — Range —
Q4 2024
Shares 517 Value ($000) $118 Avg Close — Range —
Q3 2024
Shares 729 Value ($000) $170 Avg Close — Range —
Q2 2024
Shares 807 Value ($000) $160 Avg Close — Range —
Q1 2024
Shares 643 Value ($000) $130 Avg Close — Range —
Q4 2023
Shares 608 Value ($000) $117 Avg Close — Range —
Q3 2023
Shares 485 Value ($000) $80 Avg Close — Range —
Q2 2023
Shares 485 Value ($000) $84 Avg Close — Range —
Q4 2022
Shares 732 Value ($000) $94 Avg Close — Range —