SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 5,292 Value ($000) $819 Avg Close — Range —
Q3 2025
Shares 13,963 Value ($000) $1,943 Avg Close — Range —
Q2 2025
Shares 72,973 Value ($000) $9,836 Avg Close — Range —
Q1 2025
Shares 77,514 Value ($000) $11,318 Avg Close — Range —
Q4 2024
Shares 74,542 Value ($000) $10,255 Avg Close — Range —
Q3 2024
Shares 67,837 Value ($000) $10,448 Avg Close — Range —
Q2 2024
Shares 65,593 Value ($000) $9,560 Avg Close — Range —
Q1 2024
Shares 63,324 Value ($000) $9,355 Avg Close — Range —
Q4 2023
Shares 60,088 Value ($000) $8,195 Avg Close — Range —
Q3 2023
Shares 56,684 Value ($000) $7,297 Avg Close — Range —
Q2 2023
Shares 54,422 Value ($000) $7,223 Avg Close — Range —
Q1 2023
Shares 52,709 Value ($000) $6,824 Avg Close — Range —
Q4 2022
Shares 44,408 Value ($000) $6,033 Avg Close — Range —