SELECT SECTOR SPDR TR

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 84,727 Value ($000) $3,419 Avg Close — Range —
Q3 2025
Shares 83,654 Value ($000) $3,524 Avg Close — Range —
Q2 2025
Shares 79,071 Value ($000) $3,275 Avg Close — Range —
Q1 2025
Shares 67,054 Value ($000) $2,806 Avg Close — Range —
Q4 2024
Shares 50,864 Value ($000) $2,069 Avg Close — Range —
Q3 2024
Shares 37,523 Value ($000) $1,676 Avg Close — Range —
Q2 2024
Shares 11,509 Value ($000) $442 Avg Close — Range —
Q1 2024
Shares 10,268 Value ($000) $406 Avg Close — Range —
Q4 2023
Shares 13,447 Value ($000) $539 Avg Close — Range —
Q2 2023
Shares 21,157 Value ($000) $797 Avg Close — Range —