SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 11,809 Value ($000) $641 Avg Close — Range —
Q3 2025
Shares 11,809 Value ($000) $629 Avg Close — Range —
Q2 2025
Shares 11,809 Value ($000) $618 Avg Close — Range —
Q1 2025
Shares 11,809 Value ($000) $588 Avg Close — Range —
Q4 2024
Shares 11,809 Value ($000) $571 Avg Close — Range —
Q3 2024
Shares 11,809 Value ($000) $535 Avg Close — Range —
Q2 2024
Shares 11,809 Value ($000) $485 Avg Close — Range —
Q1 2024
Shares 11,929 Value ($000) $502 Avg Close — Range —
Q4 2023
Shares 11,929 Value ($000) $449 Avg Close — Range —