SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 222 Value ($000) $10 Avg Close — Range —
Q3 2025
Shares 111 Value ($000) $10 Avg Close — Range —
Q2 2025
Shares 123 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 111 Value ($000) $10 Avg Close — Range —