SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 8,281 Value ($000) $454 Avg Close — Range —
Q3 2025
Shares 9,670 Value ($000) $521 Avg Close — Range —
Q2 2025
Shares 61,979 Value ($000) $3,246 Avg Close — Range —
Q1 2025
Shares 55,200 Value ($000) $2,750 Avg Close — Range —
Q4 2024
Shares 55,772 Value ($000) $2,695 Avg Close — Range —
Q3 2024
Shares 48,151 Value ($000) $2,182 Avg Close — Range —
Q2 2024
Shares 25,861 Value ($000) $1,063 Avg Close — Range —
Q1 2024
Shares 21,490 Value ($000) $905 Avg Close — Range —
Q2 2023
Shares 6,147 Value ($000) $207 Avg Close — Range —
Q4 2022
Shares 12,009 Value ($000) $411 Avg Close — Range —