SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 1,147 Value ($000) $178 Avg Close — Range —
Q3 2025
Shares 1,147 Value ($000) $160 Avg Close — Range —
Q2 2025
Shares 370 Value ($000) $50 Avg Close — Range —
Q1 2025
Shares 370 Value ($000) $54 Avg Close — Range —
Q4 2024
Shares 370 Value ($000) $51 Avg Close — Range —
Q3 2024
Shares 370 Value ($000) $57 Avg Close — Range —
Q2 2024
Shares 370 Value ($000) $54 Avg Close — Range —
Q1 2024
Shares 370 Value ($000) $55 Avg Close — Range —
Q4 2023
Shares 370 Value ($000) $50 Avg Close — Range —
Q3 2023
Shares 370 Value ($000) $48 Avg Close — Range —
Q2 2023
Shares 370 Value ($000) $49 Avg Close — Range —
Q1 2023
Shares 370 Value ($000) $48 Avg Close — Range —
Q4 2022
Shares 370 Value ($000) $50 Avg Close — Range —
Q3 2022
Shares 370 Value ($000) $45 Avg Close — Range —