SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 7,163 Value ($000) $392 Avg Close — Range —
Q3 2025
Shares 6,797 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 103,875 Value ($000) $5,174 Avg Close — Range —
Q3 2024
Shares 5,728 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 5,669 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 6,213 Value ($000) $262 Avg Close — Range —
Q4 2023
Shares 5,396 Value ($000) $203 Avg Close — Range —