SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 7,384 Value ($000) $1,063 Avg Close — Range —
Q3 2025
Shares 4,025 Value ($000) $1,134 Avg Close — Range —
Q1 2025
Shares 3,313 Value ($000) $684 Avg Close — Range —
Q4 2024
Shares 1,363 Value ($000) $317 Avg Close — Range —
Q3 2024
Shares 1,393 Value ($000) $314 Avg Close — Range —