SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 42,996 Value ($000) $2,355 Avg Close — Range —
Q3 2025
Shares 19,889 Value ($000) $1,071 Avg Close — Range —
Q2 2025
Shares 20,353 Value ($000) $1,066 Avg Close — Range —
Q1 2025
Shares 18,781 Value ($000) $935 Avg Close — Range —
Q4 2024
Shares 18,430 Value ($000) $891 Avg Close — Range —