SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 3,366 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 3,127 Value ($000) $245 Avg Close — Range —
Q2 2025
Shares 2,870 Value ($000) $232 Avg Close — Range —
Q1 2025
Shares 2,803 Value ($000) $229 Avg Close — Range —
Q4 2024
Shares 2,801 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 2,799 Value ($000) $232 Avg Close — Range —
Q2 2024
Shares 2,797 Value ($000) $214 Avg Close — Range —