SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

IAM Advisory, LLC's Holding History (CIK: 0001825292)

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

Q4 2025
Shares 91,750 Value ($000) $5,025 Avg Close — Range —
Q3 2025
Shares 91,044 Value ($000) $4,905 Avg Close — Range —
Q2 2025
Shares 90,721 Value ($000) $4,751 Avg Close — Range —
Q1 2025
Shares 93,287 Value ($000) $4,647 Avg Close — Range —