SELECT SECTOR SPDR TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 8,347 Value ($000) $997 Avg Close — Range —
Q3 2025
Shares 2,481 Value ($000) $595 Avg Close — Range —
Q2 2025
Shares 1,337 Value ($000) $291 Avg Close — Range —
Q1 2025
Shares 1,218 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 1,215 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 1,214 Value ($000) $243 Avg Close — Range —
Q2 2024
Shares 1,213 Value ($000) $221 Avg Close — Range —