SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Finivi Inc.'s Holding History (CIK: 0002101641)

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

Q4 2025
Shares 9,985 Value ($000) $446 Avg Close — Range —
Q3 2025
Shares 5,220 Value ($000) $466 Avg Close — Range —
Q2 2025
Shares 5,476 Value ($000) $464 Avg Close — Range —
Q1 2025
Shares 5,770 Value ($000) $539 Avg Close — Range —
Q4 2024
Shares 5,789 Value ($000) $496 Avg Close — Range —
Q3 2024
Shares 5,958 Value ($000) $523 Avg Close — Range —
Q2 2024
Shares 5,950 Value ($000) $542 Avg Close — Range —
Q1 2024
Shares 5,842 Value ($000) $551 Avg Close — Range —
Q4 2023
Shares 6,267 Value ($000) $525 Avg Close — Range —
Q4 2021
Shares 26,944 Value ($000) $1,495 Avg Close — Range —