SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 8,925 Value ($000) $1,285 Avg Close — Range —
Q3 2025
Shares 4,643 Value ($000) $1,309 Avg Close — Range —
Q2 2025
Shares 12,320 Value ($000) $3,120 Avg Close — Range —
Q1 2025
Shares 13,959 Value ($000) $2,882 Avg Close — Range —
Q4 2024
Shares 14,733 Value ($000) $3,426 Avg Close — Range —
Q3 2024
Shares 39,857 Value ($000) $8,998 Avg Close — Range —
Q2 2024
Shares 40,356 Value ($000) $9,130 Avg Close — Range —
Q1 2024
Shares 38,968 Value ($000) $8,116 Avg Close — Range —
Q4 2023
Shares 37,666 Value ($000) $7,250 Avg Close — Range —
Q3 2023
Shares 7,624 Value ($000) $1,250 Avg Close — Range —
Q2 2023
Shares 12,412 Value ($000) $2,158 Avg Close — Range —
Q1 2023
Shares 11,342 Value ($000) $1,713 Avg Close — Range —
Q4 2022
Shares 8,204 Value ($000) $1,021 Avg Close — Range —