EP
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Essential Planning’s iShares Exponential Technologies ETF XT Stock Holding History

Essential Planning’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,250
Closed -$988K – 311
2024
Q4 		$988K Buy
+16,250
New +$988K 0.01% 231