SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 8,788 Value ($000) $481 Avg Close — Range —
Q3 2025
Shares 6,949 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 6,948 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 5,498 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 5,497 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 5,317 Value ($000) $241 Avg Close — Range —
Q2 2024
Shares 5,515 Value ($000) $227 Avg Close — Range —
Q1 2024
Shares 5,515 Value ($000) $232 Avg Close — Range —