TWO RDS SHARED TR

Ticker: AESR CUSIP: 90214Q733 Class: Exchange Traded Fund

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 233,715 Value ($000) $3,962 Avg Close — Range —
Q3 2025
Shares 236,807 Value ($000) $4,487 Avg Close — Range —
Q2 2025
Shares 236,807 Value ($000) $4,487 Avg Close — Range —