SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 1,514 Value ($000) $218 Avg Close — Range —
Q3 2025
Shares 1,083 Value ($000) $305 Avg Close — Range —
Q2 2025
Shares 1,082 Value ($000) $274 Avg Close — Range —
Q1 2025
Shares 1,081 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 1,080 Value ($000) $251 Avg Close — Range —
Q3 2024
Shares 1,079 Value ($000) $243 Avg Close — Range —