SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 10,864 Value ($000) $1,245 Avg Close — Range —
Q3 2025
Shares 11,007 Value ($000) $1,282 Avg Close — Range —
Q2 2025
Shares 11,369 Value ($000) $1,214 Avg Close — Range —
Q1 2025
Shares 11,009 Value ($000) $1,005 Avg Close — Range —
Q4 2024
Shares 7,245 Value ($000) $694 Avg Close — Range —
Q3 2024
Shares 6,954 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 10,690 Value ($000) $938 Avg Close — Range —
Q1 2024
Shares 10,668 Value ($000) $854 Avg Close — Range —
Q4 2023
Shares 11,264 Value ($000) $832 Avg Close — Range —
Q3 2023
Shares 11,241 Value ($000) $755 Avg Close — Range —
Q2 2023
Shares 10,348 Value ($000) $673 Avg Close — Range —
Q1 2023
Shares 11,508 Value ($000) $689 Avg Close — Range —
Q4 2022
Shares 11,445 Value ($000) $638 Avg Close — Range —