SELECT SECTOR SPDR TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 2,959 Value ($000) $353 Avg Close — Range —
Q3 2023
Shares 1,763 Value ($000) $284 Avg Close — Range —
Q1 2022
Shares 1,579 Value ($000) $292 Avg Close — Range —
Q4 2021
Shares 3,369 Value ($000) $689 Avg Close — Range —