SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 32,065 Value ($000) $1,756 Avg Close Range
Q3 2025
Shares 32,111 Value ($000) $1,730 Avg Close Range
Q2 2025
Shares 33,515 Value ($000) $1,755 Avg Close Range
Q1 2025
Shares 33,415 Value ($000) $1,664 Avg Close Range
Q4 2024
Shares 33,255 Value ($000) $1,607 Avg Close Range
Q3 2024
Shares 34,530 Value ($000) $1,565 Avg Close Range
Q2 2024
Shares 34,530 Value ($000) $1,420 Avg Close Range
Q4 2023
Shares 35,394 Value ($000) $1,331 Avg Close Range
Q3 2023
Shares 36,730 Value ($000) $1,218 Avg Close Range
Q2 2023
Shares 37,930 Value ($000) $1,279 Avg Close Range
Q1 2023
Shares 37,275 Value ($000) $1,198 Avg Close Range
Q4 2022
Shares 34,695 Value ($000) $1,187 Avg Close Range