SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 17,583 Value ($000) $963 Avg Close — Range —
Q3 2025
Shares 17,801 Value ($000) $959 Avg Close — Range —
Q2 2025
Shares 17,511 Value ($000) $871 Avg Close — Range —
Q1 2025
Shares 17,745 Value ($000) $884 Avg Close — Range —
Q4 2024
Shares 17,411 Value ($000) $841 Avg Close — Range —