SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 4,907 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 6,969 Value ($000) $375 Avg Close — Range —
Q2 2025
Shares 4,336 Value ($000) $227 Avg Close — Range —
Q1 2023
Shares 8,321 Value ($000) $265 Avg Close — Range —
Q1 2022
Shares 20,123 Value ($000) $771 Avg Close — Range —
Q4 2021
Shares 22,429 Value ($000) $876 Avg Close — Range —