SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 25,216 Value ($000) $1,959 Avg Close — Range —
Q3 2025
Shares 23,309 Value ($000) $1,827 Avg Close — Range —
Q2 2025
Shares 36,174 Value ($000) $2,929 Avg Close — Range —
Q1 2025
Shares 37,450 Value ($000) $3,059 Avg Close — Range —
Q4 2024
Shares 37,543 Value ($000) $2,951 Avg Close — Range —
Q3 2024
Shares 36,276 Value ($000) $3,011 Avg Close — Range —
Q2 2024
Shares 28,779 Value ($000) $2,204 Avg Close — Range —
Q1 2024
Shares 22,427 Value ($000) $1,713 Avg Close — Range —
Q4 2023
Shares 10,288 Value ($000) $741 Avg Close — Range —
Q3 2023
Shares 10,793 Value ($000) $743 Avg Close — Range —
Q2 2023
Shares 9,061 Value ($000) $672 Avg Close — Range —
Q1 2020
Shares 4,767 Value ($000) $259,634 Avg Close — Range —