SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 8,382 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 4,191 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 4,291 Value ($000) $364 Avg Close — Range —
Q1 2025
Shares 3,585 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 3,540 Value ($000) $303 Avg Close — Range —
Q3 2024
Shares 3,542 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 3,640 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 3,258 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 3,290 Value ($000) $297 Avg Close — Range —
Q2 2023
Shares 2,890 Value ($000) $235 Avg Close — Range —
Q1 2023
Shares 3,090 Value ($000) $256 Avg Close — Range —
Q4 2022
Shares 3,205 Value ($000) $280 Avg Close — Range —