SELECT SECTOR SPDR TR

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

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 10,093 Value ($000) $407 Avg Close — Range —
Q3 2025
Shares 7,691 Value ($000) $324 Avg Close — Range —