SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q3 2025
Shares 6,296 Value ($000) $968 Avg Close Range
Q2 2025
Shares 6,429 Value ($000) $971 Avg Close Range
Q1 2025
Shares 19,211 Value ($000) $2,518 Avg Close Range
Q4 2024
Shares 26,942 Value ($000) $3,550 Avg Close Range