SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 5,700 Value ($000) $312 Avg Close — Range —
Q3 2025
Shares 5,700 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 5,672 Value ($000) $297 Avg Close — Range —
Q1 2025
Shares 5,672 Value ($000) $283 Avg Close — Range —
Q4 2024
Shares 5,672 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 5,672 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 5,672 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 5,175 Value ($000) $218 Avg Close — Range —