SELECT SECTOR SPDR TR

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2019
Shares 4,541 Value ($000) $293 Avg Close — Range —
Q3 2019
Shares 5,766 Value ($000) $373 Avg Close — Range —
Q2 2019
Shares 5,766 Value ($000) $344 Avg Close — Range —
Q1 2019
Shares 5,766 Value ($000) $335 Avg Close — Range —
Q4 2018
Shares 5,766 Value ($000) $305 Avg Close — Range —