SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Dynamic Wealth Strategies, LLC's Holding History (CIK: 0001812853)

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

Q4 2025
Shares 1,352 Value ($000) $60 Avg Close — Range —
Q3 2025
Shares 276 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 278 Value ($000) $24 Avg Close — Range —
Q1 2025
Shares 1,376 Value ($000) $129 Avg Close — Range —
Q4 2024
Shares 2,588 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 3,241 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,556 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 6,382 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 6,925 Value ($000) $581 Avg Close — Range —