SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Premier Path Wealth Partners, LLC's Holding History (CIK: 0001999925)

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

Q4 2025
Shares 239,882 Value ($000) $13,138 Avg Close — Range —
Q3 2025
Shares 256,193 Value ($000) $13,801 Avg Close — Range —
Q2 2025
Shares 246,333 Value ($000) $12,900 Avg Close — Range —
Q1 2025
Shares 220,711 Value ($000) $10,994 Avg Close — Range —
Q4 2024
Shares 237,369 Value ($000) $11,472 Avg Close — Range —
Q3 2024
Shares 240,704 Value ($000) $10,909 Avg Close — Range —
Q2 2024
Shares 235,508 Value ($000) $9,682 Avg Close — Range —
Q1 2024
Shares 231,172 Value ($000) $9,733 Avg Close — Range —
Q4 2023
Shares 195,777 Value ($000) $7,465 Avg Close — Range —