SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

REUTER JAMES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001894484)

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

Q4 2025
Shares 13,192 Value ($000) $723 Avg Close — Range —
Q3 2025
Shares 14,308 Value ($000) $771 Avg Close — Range —
Q2 2025
Shares 13,032 Value ($000) $682 Avg Close — Range —
Q1 2025
Shares 11,745 Value ($000) $585 Avg Close — Range —
Q4 2024
Shares 9,699 Value ($000) $469 Avg Close — Range —
Q3 2024
Shares 8,553 Value ($000) $388 Avg Close — Range —
Q4 2021
Shares 123,043 Value ($000) $4,805 Avg Close — Range —