SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 395 Value ($000) $18 Avg Close — Range —
Q3 2025
Shares 196 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 193 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 191 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 233 Value ($000) $19 Avg Close — Range —