SELECT SECTOR SPDR TR

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

ESG Planning's Holding History (CIK: 0001931465)

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

Q4 2025
Shares 56,049 Value ($000) $2,393 Avg Close — Range —
Q3 2025
Shares 25,498 Value ($000) $2,224 Avg Close — Range —
Q2 2025
Shares 21,211 Value ($000) $1,732 Avg Close — Range —
Q1 2025
Shares 21,017 Value ($000) $1,657 Avg Close — Range —
Q4 2024
Shares 16,069 Value ($000) $1,216 Avg Close — Range —
Q3 2024
Shares 18,375 Value ($000) $1,484 Avg Close — Range —
Q2 2024
Shares 14,922 Value ($000) $1,017 Avg Close — Range —
Q1 2024
Shares 6,329 Value ($000) $416 Avg Close — Range —
Q4 2022
Shares 7,402 Value ($000) $522 Avg Close — Range —
Q3 2022
Shares 17,608 Value ($000) $1,149 Avg Close — Range —
Q2 2022
Shares 16,715 Value ($000) $1,172 Avg Close — Range —
Q1 2022
Shares 16,288 Value ($000) $1,213 Avg Close — Range —