SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q2 2025
Shares 2,950 Value ($000) $250 Avg Close — Range —
Q1 2025
Shares 12,113 Value ($000) $1,132 Avg Close — Range —
Q4 2024
Shares 13,803 Value ($000) $1,182 Avg Close — Range —
Q3 2024
Shares 15,113 Value ($000) $1,327 Avg Close — Range —
Q2 2024
Shares 15,463 Value ($000) $1,409 Avg Close — Range —
Q1 2024
Shares 16,113 Value ($000) $1,521 Avg Close — Range —
Q4 2023
Shares 16,913 Value ($000) $1,418 Avg Close — Range —
Q3 2023
Shares 16,985 Value ($000) $1,535 Avg Close — Range —
Q2 2023
Shares 18,363 Value ($000) $1,491 Avg Close — Range —
Q1 2023
Shares 10,649 Value ($000) $882 Avg Close — Range —
Q4 2022
Shares 107,575 Value ($000) $9,409 Avg Close — Range —
Q3 2022
Shares 89,056 Value ($000) $6,410 Avg Close — Range —
Q2 2022
Shares 147,178 Value ($000) $10,530 Avg Close — Range —
Q1 2022
Shares 127,277 Value ($000) $9,724 Avg Close — Range —
Q2 2021
Shares 5,065 Value ($000) $273 Avg Close — Range —