SELECT SECTOR SPDR TR

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

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 2,004 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 904 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 1,809 Value ($000) $357 Avg Close — Range —
Q4 2024
Shares 1,809 Value ($000) $406 Avg Close — Range —
Q3 2024
Shares 1,809 Value ($000) $362 Avg Close — Range —
Q2 2024
Shares 1,809 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 1,809 Value ($000) $333 Avg Close — Range —
Q4 2023
Shares 1,809 Value ($000) $323 Avg Close — Range —