SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 18,954 Value ($000) $847 Avg Close — Range —
Q3 2025
Shares 9,679 Value ($000) $865 Avg Close — Range —
Q2 2025
Shares 10,329 Value ($000) $971 Avg Close — Range —
Q1 2025
Shares 10,329 Value ($000) $965 Avg Close — Range —
Q4 2024
Shares 9,908 Value ($000) $849 Avg Close — Range —