SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2023
Shares 1,562 Value ($000) $102 Avg Close — Range —
Q1 2023
Shares 1,562 Value ($000) $106 Avg Close — Range —
Q4 2022
Shares 3,062 Value ($000) $208 Avg Close — Range —
Q1 2022
Shares 3,412 Value ($000) $243 Avg Close — Range —
Q4 2021
Shares 3,370 Value ($000) $233 Avg Close — Range —
Q3 2021
Shares 3,370 Value ($000) $232 Avg Close — Range —
Q2 2021
Shares 3,530 Value ($000) $240 Avg Close — Range —
Q1 2021
Shares 3,308 Value ($000) $220 Avg Close — Range —
Q3 2016
Shares 5,067 Value ($000) $239,620 Avg Close — Range —
Q2 2016
Shares 5,864 Value ($000) $202,011 Avg Close — Range —
Q4 2015
Shares 6,002 Value ($000) $130,057 Avg Close — Range —