SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Holding History (CIK: 0002016209)

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

Q2 2025
Shares 5,829 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 16,022 Value ($000) $795 Avg Close — Range —