SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 107,695 Value ($000) $16,671 Avg Close — Range —
Q3 2025
Shares 214,617 Value ($000) $29,868 Avg Close — Range —