SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 118,234 Value ($000) $6,476 Avg Close — Range —
Q3 2025
Shares 117,354 Value ($000) $6,322 Avg Close — Range —
Q2 2025
Shares 80,455 Value ($000) $4,213 Avg Close — Range —
Q1 2025
Shares 97,220 Value ($000) $4,843 Avg Close — Range —
Q4 2024
Shares 81,209 Value ($000) $3,924 Avg Close — Range —
Q3 2024
Shares 81,859 Value ($000) $3,710 Avg Close — Range —
Q2 2024
Shares 81,258 Value ($000) $3,341 Avg Close — Range —
Q1 2024
Shares 62,675 Value ($000) $2,640 Avg Close — Range —
Q4 2023
Shares 61,277 Value ($000) $2,304 Avg Close — Range —
Q3 2023
Shares 57,114 Value ($000) $1,894 Avg Close — Range —
Q2 2023
Shares 56,071 Value ($000) $1,890 Avg Close — Range —
Q1 2023
Shares 52,211 Value ($000) $1,679 Avg Close — Range —
Q4 2022
Shares 54,810 Value ($000) $1,875 Avg Close — Range —
Q3 2022
Shares 39,604 Value ($000) $1,202 Avg Close — Range —
Q2 2022
Shares 40,436 Value ($000) $1,272 Avg Close — Range —
Q1 2022
Shares 36,167 Value ($000) $1,386 Avg Close — Range —
Q4 2021
Shares 31,689 Value ($000) $1,237 Avg Close — Range —