SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 28,700 Value ($000) $1,283 Avg Close — Range —
Q3 2025
Shares 14,350 Value ($000) $1,282 Avg Close — Range —
Q2 2025
Shares 14,350 Value ($000) $1,217 Avg Close — Range —
Q1 2025
Shares 14,350 Value ($000) $1,341 Avg Close — Range —
Q4 2024
Shares 14,350 Value ($000) $1,229 Avg Close — Range —
Q3 2024
Shares 14,350 Value ($000) $1,260 Avg Close — Range —
Q2 2024
Shares 14,350 Value ($000) $1,308 Avg Close — Range —
Q1 2024
Shares 14,350 Value ($000) $1,355 Avg Close — Range —
Q4 2023
Shares 14,350 Value ($000) $1,203 Avg Close — Range —
Q3 2023
Shares 14,350 Value ($000) $1,297 Avg Close — Range —
Q2 2023
Shares 14,350 Value ($000) $1,165 Avg Close — Range —
Q1 2023
Shares 14,350 Value ($000) $1,189 Avg Close — Range —
Q4 2022
Shares 14,350 Value ($000) $1,255 Avg Close — Range —