SELECT SECTOR SPDR TR

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

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 255,769 Value ($000) $10,320 Avg Close — Range —
Q3 2025
Shares 255,001 Value ($000) $10,743 Avg Close — Range —
Q2 2025
Shares 183,270 Value ($000) $7,591 Avg Close — Range —
Q1 2025
Shares 139,401 Value ($000) $5,834 Avg Close — Range —
Q4 2024
Shares 111,891 Value ($000) $4,579 Avg Close — Range —