SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Premier Path Wealth Partners, LLC's Holding History (CIK: 0001999925)

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

Q4 2025
Shares 72,460 Value ($000) $3,240 Avg Close Range
Q3 2025
Shares 38,507 Value ($000) $3,440 Avg Close Range
Q2 2025
Shares 39,556 Value ($000) $3,355 Avg Close Range
Q1 2025
Shares 35,689 Value ($000) $3,335 Avg Close Range
Q4 2024
Shares 35,688 Value ($000) $3,057 Avg Close Range
Q3 2024
Shares 37,937 Value ($000) $3,331 Avg Close Range
Q2 2024
Shares 35,747 Value ($000) $3,258 Avg Close Range
Q1 2024
Shares 36,268 Value ($000) $3,422 Avg Close Range
Q4 2023
Shares 32,347 Value ($000) $2,749 Avg Close Range