SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 7,003 Value ($000) $313 Avg Close — Range —
Q3 2025
Shares 3,598 Value ($000) $321 Avg Close — Range —
Q2 2025
Shares 3,584 Value ($000) $304 Avg Close — Range —
Q1 2025
Shares 3,501 Value ($000) $327 Avg Close — Range —