SELECT SECTOR SPDR TR

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

Intrepid Financial Planning Group LLC's Holding History (CIK: 0001641296)

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

Q4 2025
Shares 43,392 Value ($000) $1,852 Avg Close — Range —
Q3 2025
Shares 21,576 Value ($000) $1,882 Avg Close — Range —
Q2 2025
Shares 21,686 Value ($000) $1,771 Avg Close — Range —
Q1 2025
Shares 21,508 Value ($000) $1,690 Avg Close — Range —
Q4 2024
Shares 22,810 Value ($000) $1,726 Avg Close — Range —
Q3 2024
Shares 23,736 Value ($000) $1,917 Avg Close — Range —
Q2 2024
Shares 23,945 Value ($000) $1,632 Avg Close — Range —
Q1 2024
Shares 23,748 Value ($000) $1,559 Avg Close — Range —
Q4 2023
Shares 23,854 Value ($000) $1,511 Avg Close — Range —
Q3 2023
Shares 24,146 Value ($000) $1,423 Avg Close — Range —
Q2 2023
Shares 23,975 Value ($000) $1,569 Avg Close — Range —
Q1 2023
Shares 24,119 Value ($000) $1,633 Avg Close — Range —
Q4 2022
Shares 24,538 Value ($000) $1,730 Avg Close — Range —
Q3 2022
Shares 24,674 Value ($000) $1,616 Avg Close — Range —
Q2 2022
Shares 24,693 Value ($000) $1,732 Avg Close — Range —