SELECT SECTOR SPDR TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 636 Value ($000) $28 Avg Close — Range —
Q3 2025
Shares 303 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 318 Value ($000) $27 Avg Close — Range —
Q3 2024
Shares 196 Value ($000) $16 Avg Close — Range —
Q2 2024
Shares 237 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 232 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 392 Value ($000) $25 Avg Close — Range —
Q3 2023
Shares 321 Value ($000) $19 Avg Close — Range —
Q2 2023
Shares 321 Value ($000) $21 Avg Close — Range —
Q4 2022
Shares 526 Value ($000) $36 Avg Close — Range —