SELECT SECTOR SPDR TR

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

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 6,380 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 7,393 Value ($000) $579 Avg Close — Range —
Q2 2025
Shares 66,447 Value ($000) $5,380 Avg Close — Range —
Q1 2025
Shares 56,930 Value ($000) $4,649 Avg Close — Range —
Q4 2024
Shares 23,427 Value ($000) $1,842 Avg Close — Range —
Q3 2024
Shares 27,923 Value ($000) $2,318 Avg Close — Range —
Q2 2024
Shares 18,624 Value ($000) $1,426 Avg Close — Range —
Q1 2024
Shares 17,185 Value ($000) $1,312 Avg Close — Range —
Q4 2023
Shares 16,806 Value ($000) $1,211 Avg Close — Range —
Q3 2023
Shares 25,056 Value ($000) $1,724 Avg Close — Range —
Q2 2023
Shares 31,097 Value ($000) $2,306 Avg Close — Range —
Q1 2023
Shares 19,068 Value ($000) $1,425 Avg Close — Range —
Q4 2022
Shares 32,806 Value ($000) $2,446 Avg Close — Range —