SELECT SECTOR SPDR TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q2 2025
Shares 2,550 Value ($000) $206 Avg Close Range
Q1 2025
Shares 2,550 Value ($000) $208 Avg Close Range
Q4 2024
Shares 2,550 Value ($000) $200 Avg Close Range
Q3 2024
Shares 2,550 Value ($000) $212 Avg Close Range
Q2 2022
Shares 2,803 Value ($000) $202 Avg Close Range
Q1 2022
Shares 2,800 Value ($000) $212 Avg Close Range
Q4 2021
Shares 2,800 Value ($000) $216 Avg Close Range