SELECT SECTOR SPDR TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2023
Shares 7,186 Value ($000) $245 Avg Close — Range —
Q2 2023
Shares 11,119 Value ($000) $419 Avg Close — Range —
Q1 2023
Shares 10,354 Value ($000) $387 Avg Close — Range —
Q4 2022
Shares 17,057 Value ($000) $630 Avg Close — Range —