SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q1 2025
Shares 5,244 Value ($000) $261 Avg Close — Range —
Q4 2024
Shares 5,244 Value ($000) $253 Avg Close — Range —
Q3 2024
Shares 5,244 Value ($000) $238 Avg Close — Range —
Q2 2024
Shares 5,244 Value ($000) $216 Avg Close — Range —
Q1 2024
Shares 5,244 Value ($000) $221 Avg Close — Range —