SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 15,479 Value ($000) $692 Avg Close — Range —
Q3 2025
Shares 7,919 Value ($000) $708 Avg Close — Range —
Q2 2025
Shares 8,142 Value ($000) $691 Avg Close — Range —
Q1 2025
Shares 9,246 Value ($000) $864 Avg Close — Range —
Q4 2024
Shares 9,357 Value ($000) $802 Avg Close — Range —
Q3 2024
Shares 9,342 Value ($000) $820 Avg Close — Range —
Q2 2024
Shares 9,642 Value ($000) $879 Avg Close — Range —
Q1 2024
Shares 9,492 Value ($000) $896 Avg Close — Range —
Q4 2023
Shares 9,492 Value ($000) $796 Avg Close — Range —
Q3 2023
Shares 10,205 Value ($000) $922 Avg Close — Range —
Q2 2023
Shares 9,019 Value ($000) $732 Avg Close — Range —
Q1 2023
Shares 64,204 Value ($000) $5,318 Avg Close — Range —
Q4 2022
Shares 64,418 Value ($000) $5,635 Avg Close — Range —
Q3 2022
Shares 60,864 Value ($000) $4,383 Avg Close — Range —
Q2 2022
Shares 35,884 Value ($000) $2,566 Avg Close — Range —
Q1 2022
Shares 11,230 Value ($000) $858 Avg Close — Range —
Q2 2020
Shares 2,506 Value ($000) $95 Avg Close — Range —