SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 5,252 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 5,581 Value ($000) $301 Avg Close — Range —
Q2 2025
Shares 5,302 Value ($000) $278 Avg Close — Range —
Q1 2025
Shares 8,582 Value ($000) $427 Avg Close — Range —
Q4 2024
Shares 8,253 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 8,020 Value ($000) $363 Avg Close — Range —
Q2 2024
Shares 8,321 Value ($000) $342 Avg Close — Range —
Q1 2024
Shares 7,183 Value ($000) $303 Avg Close — Range —
Q4 2023
Shares 6,714 Value ($000) $252 Avg Close — Range —
Q3 2023
Shares 6,151 Value ($000) $204 Avg Close — Range —
Q2 2023
Shares 6,146 Value ($000) $207 Avg Close — Range —