SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 24,860 Value ($000) $1,127 Avg Close — Range —
Q3 2025
Shares 7,732 Value ($000) $693 Avg Close — Range —
Q2 2025
Shares 7,570 Value ($000) $665 Avg Close — Range —
Q1 2025
Shares 6,747 Value ($000) $580 Avg Close — Range —
Q4 2024
Shares 7,609 Value ($000) $640 Avg Close — Range —
Q3 2024
Shares 7,519 Value ($000) $725 Avg Close — Range —
Q2 2024
Shares 3,861 Value ($000) $341 Avg Close — Range —
Q1 2024
Shares 2,231 Value ($000) $207 Avg Close — Range —