SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 11,705 Value ($000) $1,812 Avg Close — Range —
Q3 2025
Shares 83,431 Value ($000) $11,611 Avg Close — Range —
Q2 2025
Shares 8,201 Value ($000) $1,105 Avg Close — Range —
Q1 2025
Shares 7,874 Value ($000) $1,150 Avg Close — Range —
Q4 2024
Shares 8,481 Value ($000) $1,167 Avg Close — Range —
Q3 2024
Shares 2,259 Value ($000) $348 Avg Close — Range —
Q2 2024
Shares 2,467 Value ($000) $360 Avg Close — Range —