SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 7,282 Value ($000) $399 Avg Close — Range —
Q3 2025
Shares 7,516 Value ($000) $405 Avg Close — Range —
Q2 2025
Shares 8,507 Value ($000) $445 Avg Close — Range —
Q1 2025
Shares 7,699 Value ($000) $383 Avg Close — Range —
Q4 2024
Shares 7,241 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 7,824 Value ($000) $355 Avg Close — Range —
Q2 2024
Shares 7,664 Value ($000) $315 Avg Close — Range —