SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

GoalFusion Wealth Management, LLC's Holding History (CIK: 0001895678)

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

Q2 2025
Shares 36,568 Value ($000) $4,929 Avg Close — Range —
Q1 2025
Shares 34,423 Value ($000) $5,026 Avg Close — Range —
Q4 2024
Shares 34,404 Value ($000) $4,733 Avg Close — Range —
Q3 2024
Shares 30,980 Value ($000) $4,772 Avg Close — Range —
Q2 2024
Shares 28,891 Value ($000) $4,211 Avg Close — Range —
Q1 2024
Shares 28,053 Value ($000) $4,144 Avg Close — Range —
Q4 2023
Shares 28,004 Value ($000) $3,819 Avg Close — Range —
Q3 2023
Shares 26,387 Value ($000) $3,397 Avg Close — Range —
Q2 2023
Shares 25,183 Value ($000) $3,343 Avg Close — Range —
Q1 2023
Shares 22,958 Value ($000) $2,972 Avg Close — Range —