SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 10,642 Value ($000) $1,532 Avg Close — Range —
Q3 2025
Shares 3,801 Value ($000) $1,071 Avg Close — Range —
Q2 2025
Shares 3,412 Value ($000) $864 Avg Close — Range —
Q1 2025
Shares 3,318 Value ($000) $685 Avg Close — Range —
Q4 2024
Shares 2,898 Value ($000) $674 Avg Close — Range —
Q3 2024
Shares 1,660 Value ($000) $375 Avg Close — Range —
Q2 2024
Shares 954 Value ($000) $216 Avg Close — Range —
Q2 2023
Shares 162 Value ($000) $28 Avg Close — Range —
Q1 2023
Shares 249 Value ($000) $38 Avg Close — Range —
Q4 2022
Shares 3,352 Value ($000) $479 Avg Close — Range —
Q3 2022
Shares 2,891 Value ($000) $375 Avg Close — Range —
Q1 2022
Shares 3,565 Value ($000) $504 Avg Close — Range —