SELECT SECTOR SPDR TR

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

ESG Planning's Holding History (CIK: 0001931465)

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

Q4 2025
Shares 105,337 Value ($000) $4,250 Avg Close — Range —
Q3 2025
Shares 92,275 Value ($000) $3,888 Avg Close — Range —
Q2 2025
Shares 74,873 Value ($000) $3,101 Avg Close — Range —
Q1 2025
Shares 76,791 Value ($000) $3,214 Avg Close — Range —
Q4 2024
Shares 55,644 Value ($000) $2,263 Avg Close — Range —
Q3 2024
Shares 60,834 Value ($000) $2,717 Avg Close — Range —
Q2 2024
Shares 51,435 Value ($000) $1,976 Avg Close — Range —
Q1 2024
Shares 19,433 Value ($000) $768 Avg Close — Range —