SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 1,428 Value ($000) $206 Avg Close — Range —
Q4 2021
Shares 1,202 Value ($000) $209 Avg Close — Range —