SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 834 Value ($000) $129 Avg Close — Range —
Q3 2025
Shares 845 Value ($000) $118 Avg Close — Range —
Q2 2025
Shares 1,040 Value ($000) $140 Avg Close — Range —
Q1 2025
Shares 1,104 Value ($000) $161 Avg Close — Range —
Q4 2024
Shares 1,152 Value ($000) $166 Avg Close — Range —