SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 19,441 Value ($000) $2,799 Avg Close — Range —
Q3 2025
Shares 10,470 Value ($000) $2,951 Avg Close — Range —
Q2 2025
Shares 8,503 Value ($000) $2,153 Avg Close — Range —
Q1 2025
Shares 8,477 Value ($000) $1,750 Avg Close — Range —
Q4 2024
Shares 8,529 Value ($000) $1,983 Avg Close — Range —
Q3 2024
Shares 8,473 Value ($000) $1,913 Avg Close — Range —
Q2 2024
Shares 8,473 Value ($000) $1,917 Avg Close — Range —
Q1 2024
Shares 8,513 Value ($000) $1,773 Avg Close — Range —
Q4 2023
Shares 8,463 Value ($000) $1,629 Avg Close — Range —
Q3 2023
Shares 8,107 Value ($000) $1,329 Avg Close — Range —
Q2 2023
Shares 8,106 Value ($000) $1,409 Avg Close — Range —
Q1 2023
Shares 8,107 Value ($000) $1,224 Avg Close — Range —
Q4 2022
Shares 8,107 Value ($000) $1,009 Avg Close — Range —
Q3 2022
Shares 7,282 Value ($000) $865 Avg Close — Range —
Q2 2022
Shares 7,507 Value ($000) $954 Avg Close — Range —
Q1 2022
Shares 7,507 Value ($000) $1,193 Avg Close — Range —
Q4 2021
Shares 8,105 Value ($000) $1,409 Avg Close — Range —
Q3 2021
Shares 11,195 Value ($000) $1,672 Avg Close — Range —
Q2 2021
Shares 11,510 Value ($000) $1,700 Avg Close — Range —
Q1 2021
Shares 12,034 Value ($000) $1,598 Avg Close — Range —
Q4 2020
Shares 12,230 Value ($000) $1,590 Avg Close — Range —
Q2 2020
Shares 210 Value ($000) $22 Avg Close — Range —