SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,097 Value ($000) $60 Avg Close — Range —
Q3 2025
Shares 908 Value ($000) $49 Avg Close — Range —
Q2 2025
Shares 908 Value ($000) $48 Avg Close — Range —
Q1 2025
Shares 550 Value ($000) $27 Avg Close — Range —