SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Fourth Dimension Wealth, LLC's Holding History (CIK: 0002056691)

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

Q4 2025
Shares 94,287 Value ($000) $5,164 Avg Close Range
Q3 2025
Shares 92,595 Value ($000) $4,988 Avg Close Range
Q2 2025
Shares 88,223 Value ($000) $4,620 Avg Close Range
Q1 2025
Shares 81,285 Value ($000) $4,049 Avg Close Range
Q4 2024
Shares 72,448 Value ($000) $3,514 Avg Close Range