SELECT SECTOR SPDR TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 78 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 99 Value ($000) $24 Avg Close — Range —
Q2 2025
Shares 99 Value ($000) $21 Avg Close — Range —
Q1 2025
Shares 99 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 60 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 60 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 60 Value ($000) $11 Avg Close — Range —
Q1 2024
Shares 82 Value ($000) $15 Avg Close — Range —
Q4 2023
Shares 60 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 157 Value ($000) $25 Avg Close — Range —
Q2 2023
Shares 175 Value ($000) $30 Avg Close — Range —
Q1 2023
Shares 97 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 97 Value ($000) $13 Avg Close — Range —
Q3 2022
Shares 97 Value ($000) $14 Avg Close — Range —
Q2 2022
Shares 97 Value ($000) $13 Avg Close — Range —