SELECT SECTOR SPDR TR

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

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 2,942 Value ($000) $351 Avg Close — Range —
Q3 2025
Shares 1,541 Value ($000) $369 Avg Close — Range —
Q2 2025
Shares 1,487 Value ($000) $323 Avg Close — Range —
Q1 2025
Shares 1,487 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 1,842 Value ($000) $413 Avg Close — Range —
Q3 2024
Shares 1,842 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 1,842 Value ($000) $336 Avg Close — Range —
Q1 2024
Shares 1,826 Value ($000) $336 Avg Close — Range —
Q4 2023
Shares 1,826 Value ($000) $327 Avg Close — Range —
Q3 2023
Shares 1,826 Value ($000) $294 Avg Close — Range —
Q2 2023
Shares 1,826 Value ($000) $314 Avg Close — Range —
Q1 2023
Shares 1,826 Value ($000) $273 Avg Close — Range —
Q4 2022
Shares 1,839 Value ($000) $238 Avg Close — Range —
Q3 2022
Shares 1,804 Value ($000) $257 Avg Close — Range —
Q2 2022
Shares 1,729 Value ($000) $238 Avg Close — Range —
Q1 2022
Shares 1,729 Value ($000) $320 Avg Close — Range —
Q4 2021
Shares 1,716 Value ($000) $351 Avg Close — Range —