SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 41,845 Value ($000) $6,478 Avg Close — Range —
Q3 2025
Shares 30,165 Value ($000) $4,198 Avg Close — Range —
Q2 2025
Shares 21,369 Value ($000) $2,880 Avg Close — Range —
Q1 2025
Shares 10,386 Value ($000) $1,516 Avg Close — Range —
Q4 2024
Shares 24,328 Value ($000) $3,347 Avg Close — Range —
Q3 2024
Shares 28,677 Value ($000) $4,417 Avg Close — Range —
Q2 2024
Shares 17,166 Value ($000) $2,502 Avg Close — Range —
Q4 2023
Shares 6,938 Value ($000) $946 Avg Close — Range —
Q3 2023
Shares 6,757 Value ($000) $870 Avg Close — Range —
Q2 2023
Shares 6,459 Value ($000) $857 Avg Close — Range —
Q1 2023
Shares 5,536 Value ($000) $717 Avg Close — Range —
Q4 2022
Shares 5,257 Value ($000) $714 Avg Close — Range —
Q3 2022
Shares 5,093 Value ($000) $616,797 Avg Close — Range —
Q2 2022
Shares 4,778 Value ($000) $612,694 Avg Close — Range —
Q1 2022
Shares 4,886 Value ($000) $669,318 Avg Close — Range —
Q4 2021
Shares 4,735 Value ($000) $667,073 Avg Close — Range —
Q3 2021
Shares 3,007 Value ($000) $382,754 Avg Close — Range —