SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 6,298 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 3,149 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 3,084 Value ($000) $262 Avg Close — Range —
Q1 2025
Shares 2,882 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 2,882 Value ($000) $247 Avg Close — Range —
Q3 2024
Shares 2,882 Value ($000) $253 Avg Close — Range —
Q2 2024
Shares 2,331 Value ($000) $212 Avg Close — Range —
Q1 2024
Shares 2,200 Value ($000) $208 Avg Close — Range —
Q2 2022
Shares 2,943 Value ($000) $210 Avg Close — Range —