SELECT SECTOR SPDR TR

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

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 9,910 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 3,862 Value ($000) $337 Avg Close — Range —