SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

REUTER JAMES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001894484)

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

Q4 2025
Shares 5,425 Value ($000) $648 Avg Close — Range —
Q3 2025
Shares 2,760 Value ($000) $661 Avg Close — Range —
Q2 2025
Shares 2,514 Value ($000) $546 Avg Close — Range —
Q1 2025
Shares 2,276 Value ($000) $449 Avg Close — Range —
Q4 2024
Shares 1,892 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 1,671 Value ($000) $335 Avg Close — Range —