SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q1 2025
Shares 1,544 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 1,644 Value ($000) $382 Avg Close — Range —
Q3 2024
Shares 1,599 Value ($000) $361 Avg Close — Range —
Q2 2024
Shares 1,248 Value ($000) $282 Avg Close — Range —
Q1 2024
Shares 1,433 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 1,394 Value ($000) $268 Avg Close — Range —