SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 45 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 337 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 292 Value ($000) $15 Avg Close — Range —
Q1 2025
Shares 292 Value ($000) $15 Avg Close — Range —
Q4 2024
Shares 292 Value ($000) $14 Avg Close — Range —
Q3 2024
Shares 292 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 292 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 292 Value ($000) $12 Avg Close — Range —
Q4 2023
Shares 292 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 292 Value ($000) $10 Avg Close — Range —
Q2 2023
Shares 292 Value ($000) $10 Avg Close — Range —