SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Dynamic Wealth Strategies, LLC's Holding History (CIK: 0001812853)

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

Q4 2025
Shares 45,037 Value ($000) $2,467 Avg Close — Range —
Q3 2025
Shares 29,434 Value ($000) $1,586 Avg Close — Range —
Q2 2025
Shares 823 Value ($000) $43 Avg Close — Range —
Q1 2025
Shares 2,935 Value ($000) $146 Avg Close — Range —
Q4 2024
Shares 4,255 Value ($000) $206 Avg Close — Range —
Q3 2024
Shares 5,587 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,666 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 5,846 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 5,886 Value ($000) $221 Avg Close — Range —