SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Strategic Financial Partners, Ltd.'s Holding History (CIK: 0002027921)

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

Q4 2025
Shares 26,835 Value ($000) $4,163 Avg Close — Range —
Q3 2025
Shares 25,062 Value ($000) $3,865 Avg Close — Range —
Q2 2025
Shares 24,373 Value ($000) $3,596 Avg Close — Range —
Q4 2024
Shares 25,515 Value ($000) $3,362 Avg Close — Range —
Q3 2024
Shares 23,680 Value ($000) $3,207 Avg Close — Range —
Q1 2024
Shares 21,016 Value ($000) $2,647 Avg Close — Range —
Q4 2023
Shares 21,927 Value ($000) $2,500 Avg Close — Range —