SELECT SECTOR SPDR TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 32,747 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 189 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 31,727 Value ($000) $1,326 Avg Close — Range —
Q1 2025
Shares 30,069 Value ($000) $1,217 Avg Close — Range —
Q4 2024
Shares 29,681 Value ($000) $1,245 Avg Close — Range —
Q3 2024
Shares 29,660 Value ($000) $1,299 Avg Close — Range —
Q2 2024
Shares 29,475 Value ($000) $1,198 Avg Close — Range —
Q1 2024
Shares 29,367 Value ($000) $1,087 Avg Close — Range —
Q4 2023
Shares 29,303 Value ($000) $1,174 Avg Close — Range —
Q3 2023
Shares 26,587 Value ($000) $906 Avg Close — Range —
Q2 2023
Shares 20,099 Value ($000) $758 Avg Close — Range —
Q4 2022
Shares 31,146 Value ($000) $1,208 Avg Close — Range —