SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 130,905 Value ($000) $5,282 Avg Close — Range —
Q3 2025
Shares 490,922 Value ($000) $20,683 Avg Close — Range —
Q2 2025
Shares 482,707 Value ($000) $19,994 Avg Close — Range —
Q1 2025
Shares 474,255 Value ($000) $19,848 Avg Close — Range —
Q4 2024
Shares 471,334 Value ($000) $19,169 Avg Close — Range —
Q3 2024
Shares 466,098 Value ($000) $20,821 Avg Close — Range —
Q2 2024
Shares 462,489 Value ($000) $17,764 Avg Close — Range —
Q1 2024
Shares 458,726 Value ($000) $18,133 Avg Close — Range —
Q4 2023
Shares 482,690 Value ($000) $19,337 Avg Close — Range —
Q3 2023
Shares 478,302 Value ($000) $16,296 Avg Close — Range —
Q2 2023
Shares 474,801 Value ($000) $17,895 Avg Close — Range —
Q1 2023
Shares 450,357 Value ($000) $16,834 Avg Close — Range —
Q4 2022
Shares 387,920 Value ($000) $14,326 Avg Close — Range —
Q3 2022
Shares 396,800 Value ($000) $14,289 Avg Close — Range —
Q2 2022
Shares 368,154 Value ($000) $15,043 Avg Close — Range —