SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 10,900 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 5,453 Value ($000) $487 Avg Close — Range —
Q2 2025
Shares 5,600 Value ($000) $475 Avg Close — Range —
Q1 2025
Shares 6,975 Value ($000) $652 Avg Close — Range —
Q4 2024
Shares 7,400 Value ($000) $634 Avg Close — Range —
Q3 2024
Shares 9,964 Value ($000) $875 Avg Close — Range —
Q2 2024
Shares 10,601 Value ($000) $966 Avg Close — Range —
Q1 2024
Shares 10,884 Value ($000) $1,028 Avg Close — Range —
Q4 2023
Shares 11,117 Value ($000) $932 Avg Close — Range —
Q3 2023
Shares 10,547 Value ($000) $953 Avg Close — Range —
Q2 2023
Shares 10,685 Value ($000) $867 Avg Close — Range —
Q1 2023
Shares 28,046 Value ($000) $2,323 Avg Close — Range —
Q4 2022
Shares 27,856 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 27,358 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 18,870 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 10,418 Value ($000) $796 Avg Close — Range —
Q1 2021
Shares 9,100 Value ($000) $446 Avg Close — Range —