SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

ESG Planning's Holding History (CIK: 0001931465)

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

Q4 2025
Shares 18,039 Value ($000) $2,597 Avg Close — Range —
Q3 2025
Shares 8,174 Value ($000) $2,304 Avg Close — Range —
Q2 2025
Shares 6,883 Value ($000) $1,743 Avg Close — Range —
Q1 2025
Shares 6,803 Value ($000) $1,405 Avg Close — Range —
Q4 2024
Shares 5,118 Value ($000) $1,190 Avg Close — Range —
Q3 2024
Shares 5,865 Value ($000) $1,324 Avg Close — Range —
Q2 2024
Shares 4,659 Value ($000) $1,054 Avg Close — Range —
Q1 2024
Shares 1,938 Value ($000) $404 Avg Close — Range —
Q4 2022
Shares 3,546 Value ($000) $441 Avg Close — Range —
Q3 2022
Shares 8,602 Value ($000) $1,007 Avg Close — Range —
Q2 2022
Shares 8,445 Value ($000) $1,074 Avg Close — Range —
Q1 2022
Shares 7,423 Value ($000) $1,180 Avg Close — Range —