SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 4,426 Value ($000) $637 Avg Close — Range —
Q3 2025
Shares 2,284 Value ($000) $644 Avg Close — Range —
Q2 2025
Shares 971 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 859 Value ($000) $177 Avg Close — Range —
Q4 2024
Shares 859 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 859 Value ($000) $194 Avg Close — Range —
Q2 2024
Shares 859 Value ($000) $194 Avg Close — Range —
Q1 2024
Shares 859 Value ($000) $179 Avg Close — Range —
Q4 2023
Shares 988 Value ($000) $190 Avg Close — Range —
Q3 2023
Shares 859 Value ($000) $141 Avg Close — Range —
Q2 2023
Shares 902 Value ($000) $157 Avg Close — Range —
Q1 2023
Shares 902 Value ($000) $136 Avg Close — Range —
Q4 2022
Shares 902 Value ($000) $112 Avg Close — Range —
Q3 2022
Shares 902 Value ($000) $107 Avg Close — Range —