SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 2,169 Value ($000) $97 Avg Close — Range —
Q3 2025
Shares 1,112 Value ($000) $99 Avg Close — Range —
Q2 2025
Shares 1,052 Value ($000) $89 Avg Close — Range —
Q1 2025
Shares 1,052 Value ($000) $98 Avg Close — Range —
Q4 2024
Shares 1,052 Value ($000) $90 Avg Close — Range —
Q3 2024
Shares 1,052 Value ($000) $92 Avg Close — Range —
Q2 2024
Shares 1,052 Value ($000) $96 Avg Close — Range —
Q1 2024
Shares 1,075 Value ($000) $102 Avg Close — Range —
Q4 2023
Shares 1,052 Value ($000) $88 Avg Close — Range —
Q3 2023
Shares 1,089 Value ($000) $98 Avg Close — Range —
Q2 2023
Shares 1,089 Value ($000) $88 Avg Close — Range —
Q1 2023
Shares 1,052 Value ($000) $87 Avg Close — Range —
Q4 2022
Shares 1,052 Value ($000) $92 Avg Close — Range —
Q3 2022
Shares 1,051 Value ($000) $76 Avg Close — Range —
Q2 2022
Shares 1,051 Value ($000) $75 Avg Close — Range —