SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Momentum Wealth Planning, LLC's Holding History (CIK: 0002087652)

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

Q4 2025
Shares 8,010 Value ($000) $358 Avg Close — Range —
Q3 2025
Shares 6,205 Value ($000) $554 Avg Close — Range —
Q2 2025
Shares 3,905 Value ($000) $331 Avg Close — Range —