SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 6,020 Value ($000) $867 Avg Close — Range —
Q3 2025
Shares 2,946 Value ($000) $830 Avg Close — Range —
Q2 2025
Shares 2,569 Value ($000) $651 Avg Close — Range —
Q1 2025
Shares 2,145 Value ($000) $443 Avg Close — Range —
Q4 2024
Shares 3,312 Value ($000) $770 Avg Close — Range —