SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 5,050 Value ($000) $226 Avg Close — Range —
Q3 2025
Shares 2,525 Value ($000) $226 Avg Close — Range —
Q2 2025
Shares 2,525 Value ($000) $214 Avg Close — Range —
Q1 2025
Shares 2,583 Value ($000) $241 Avg Close — Range —