SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 68,379 Value ($000) $9,844 Avg Close Range
Q3 2025
Shares 29,022 Value ($000) $8,180 Avg Close Range
Q2 2025
Shares 28,247 Value ($000) $7,153 Avg Close Range
Q1 2025
Shares 21,809 Value ($000) $4,503 Avg Close Range
Q4 2024
Shares 14,217 Value ($000) $3,306 Avg Close Range
Q3 2024
Shares 10,650 Value ($000) $2,404 Avg Close Range
Q2 2024
Shares 9,732 Value ($000) $2,218 Avg Close Range
Q1 2024
Shares 10,022 Value ($000) $2,087 Avg Close Range