SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 4,243 Value ($000) $232 Avg Close — Range —
Q3 2025
Shares 7,062 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 9,370 Value ($000) $493 Avg Close — Range —
Q1 2025
Shares 187,183 Value ($000) $9,324 Avg Close — Range —
Q4 2024
Shares 210,170 Value ($000) $10,158 Avg Close — Range —
Q3 2024
Shares 213,333 Value ($000) $9,668 Avg Close — Range —
Q2 2024
Shares 210,078 Value ($000) $8,636 Avg Close — Range —