SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 14,168 Value ($000) $1,000 Avg Close — Range —
Q3 2025
Shares 12,362 Value ($000) $3,484 Avg Close — Range —
Q2 2025
Shares 12,697 Value ($000) $3,215 Avg Close — Range —
Q1 2025
Shares 17,210 Value ($000) $3,554 Avg Close — Range —
Q4 2024
Shares 17,562 Value ($000) $4,084 Avg Close — Range —
Q3 2024
Shares 17,663 Value ($000) $3,988 Avg Close — Range —
Q2 2024
Shares 17,774 Value ($000) $4,021 Avg Close — Range —
Q1 2024
Shares 17,915 Value ($000) $3,731 Avg Close — Range —
Q4 2023
Shares 18,374 Value ($000) $3,537 Avg Close — Range —
Q3 2023
Shares 18,361 Value ($000) $3,010 Avg Close — Range —
Q2 2023
Shares 18,774 Value ($000) $3,264 Avg Close — Range —
Q1 2023
Shares 18,788 Value ($000) $2,837 Avg Close — Range —
Q4 2022
Shares 23,634 Value ($000) $2,807 Avg Close — Range —
Q3 2022
Shares 23,634 Value ($000) $2,807 Avg Close — Range —
Q2 2022
Shares 24,397 Value ($000) $3,094 Avg Close — Range —
Q1 2022
Shares 24,709 Value ($000) $3,908 Avg Close — Range —
Q4 2021
Shares 24,353 Value ($000) $4,225 Avg Close — Range —