SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q4 2025
Shares 35,782 Value ($000) $1,600 Avg Close — Range —
Q3 2025
Shares 16,166 Value ($000) $1,444 Avg Close — Range —
Q2 2025
Shares 15,705 Value ($000) $1,332 Avg Close — Range —
Q1 2025
Shares 15,710 Value ($000) $1,468 Avg Close — Range —
Q4 2024
Shares 15,440 Value ($000) $1,323 Avg Close — Range —