SELECT SECTOR SPDR TR

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 19,209 Value ($000) $820 Avg Close — Range —
Q3 2025
Shares 9,050 Value ($000) $789 Avg Close — Range —
Q2 2025
Shares 12,693 Value ($000) $1,036 Avg Close — Range —
Q1 2025
Shares 12,468 Value ($000) $983 Avg Close — Range —
Q4 2024
Shares 12,094 Value ($000) $915 Avg Close — Range —
Q3 2024
Shares 15,122 Value ($000) $1,222 Avg Close — Range —
Q2 2024
Shares 9,860 Value ($000) $672 Avg Close — Range —
Q4 2023
Shares 21,618 Value ($000) $1,369 Avg Close — Range —
Q3 2023
Shares 11,684 Value ($000) $689 Avg Close — Range —
Q2 2023
Shares 10,341 Value ($000) $677 Avg Close — Range —
Q1 2023
Shares 8,002 Value ($000) $542 Avg Close — Range —