SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 95,681 Value ($000) $13,775 Avg Close — Range —
Q3 2025
Shares 48,627 Value ($000) $13,706 Avg Close — Range —
Q2 2025
Shares 45,036 Value ($000) $11,404 Avg Close — Range —
Q1 2025
Shares 39,585 Value ($000) $8,173 Avg Close — Range —
Q4 2024
Shares 26,076 Value ($000) $6,063 Avg Close — Range —
Q3 2024
Shares 30,976 Value ($000) $6,993 Avg Close — Range —
Q2 2024
Shares 20,744 Value ($000) $4,693 Avg Close — Range —
Q1 2024
Shares 7,818 Value ($000) $1,628 Avg Close — Range —
Q4 2023
Shares 2,489 Value ($000) $479 Avg Close — Range —
Q3 2023
Shares 2,392 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 2,403 Value ($000) $418 Avg Close — Range —
Q1 2023
Shares 1,841 Value ($000) $278 Avg Close — Range —
Q4 2022
Shares 1,908 Value ($000) $237 Avg Close — Range —
Q3 2022
Shares 1,951 Value ($000) $231,745 Avg Close — Range —
Q1 2022
Shares 1,458 Value ($000) $231,733 Avg Close — Range —