SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 7,982 Value ($000) $1,149 Avg Close — Range —
Q2 2025
Shares 5,432 Value ($000) $1,376 Avg Close — Range —
Q1 2025
Shares 2,617 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 5,516 Value ($000) $1,283 Avg Close — Range —