SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 545 Value ($000) $30 Avg Close — Range —
Q3 2025
Shares 545 Value ($000) $29 Avg Close — Range —
Q2 2025
Shares 545 Value ($000) $29 Avg Close — Range —
Q1 2025
Shares 1,045 Value ($000) $52 Avg Close — Range —
Q4 2024
Shares 931 Value ($000) $36 Avg Close — Range —