SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 49,473 Value ($000) $7,123 Avg Close — Range —
Q3 2025
Shares 17,167 Value ($000) $4,839 Avg Close — Range —
Q2 2025
Shares 19,478 Value ($000) $4,932 Avg Close — Range —
Q1 2025
Shares 24,500 Value ($000) $5,059 Avg Close — Range —
Q4 2024
Shares 16,399 Value ($000) $3,813 Avg Close — Range —
Q3 2024
Shares 5,930 Value ($000) $1,339 Avg Close — Range —
Q2 2024
Shares 5,937 Value ($000) $1,343 Avg Close — Range —
Q1 2024
Shares 7,191 Value ($000) $1,498 Avg Close — Range —
Q4 2023
Shares 10,690 Value ($000) $2,058 Avg Close — Range —
Q3 2023
Shares 7,437 Value ($000) $1,219 Avg Close — Range —
Q2 2023
Shares 5,121 Value ($000) $890 Avg Close — Range —
Q1 2023
Shares 7,431 Value ($000) $1,122 Avg Close — Range —