SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 4,378 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 4,916 Value ($000) $265 Avg Close — Range —
Q2 2025
Shares 4,250 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 4,344 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 4,758 Value ($000) $230 Avg Close — Range —