SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

LRI Investments, LLC's Holding History (CIK: 0002023325)

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

Q4 2025
Shares 12,208 Value ($000) $546 Avg Close — Range —
Q3 2025
Shares 6,104 Value ($000) $545 Avg Close — Range —
Q2 2025
Shares 6,364 Value ($000) $540 Avg Close — Range —
Q1 2025
Shares 6,364 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 1,924 Value ($000) $165 Avg Close — Range —
Q3 2024
Shares 1,924 Value ($000) $183 Avg Close — Range —
Q2 2024
Shares 392 Value ($000) $36 Avg Close — Range —
Q1 2024
Shares 392 Value ($000) $37 Avg Close — Range —