SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 3,708 Value ($000) $575 Avg Close — Range —
Q3 2025
Shares 3,708 Value ($000) $572 Avg Close — Range —
Q2 2025
Shares 3,815 Value ($000) $563 Avg Close — Range —
Q1 2025
Shares 317 Value ($000) $42 Avg Close — Range —
Q4 2024
Shares 476 Value ($000) $56 Avg Close — Range —