SELECT SECTOR SPDR TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 11,342 Value ($000) $484 Avg Close — Range —
Q3 2025
Shares 5,828 Value ($000) $508 Avg Close — Range —
Q2 2025
Shares 5,083 Value ($000) $415 Avg Close — Range —
Q1 2025
Shares 5,050 Value ($000) $398 Avg Close — Range —
Q4 2024
Shares 1,091 Value ($000) $83 Avg Close — Range —