SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 28,859 Value ($000) $4,155 Avg Close — Range —
Q3 2025
Shares 14,470 Value ($000) $4,079 Avg Close — Range —
Q2 2025
Shares 14,613 Value ($000) $3,700 Avg Close — Range —
Q1 2025
Shares 14,613 Value ($000) $3,017 Avg Close — Range —
Q4 2024
Shares 14,646 Value ($000) $3,405 Avg Close — Range —
Q3 2024
Shares 15,422 Value ($000) $3,482 Avg Close — Range —
Q2 2024
Shares 15,424 Value ($000) $3,489 Avg Close — Range —
Q1 2024
Shares 15,705 Value ($000) $3,271 Avg Close — Range —
Q4 2023
Shares 15,788 Value ($000) $3,039 Avg Close — Range —
Q3 2023
Shares 15,804 Value ($000) $2,591 Avg Close — Range —
Q2 2023
Shares 15,873 Value ($000) $2,760 Avg Close — Range —
Q1 2023
Shares 15,877 Value ($000) $2,398 Avg Close — Range —
Q4 2022
Shares 16,261 Value ($000) $2,024 Avg Close — Range —
Q3 2022
Shares 17,684 Value ($000) $2,101 Avg Close — Range —
Q2 2022
Shares 19,185 Value ($000) $2,439 Avg Close — Range —
Q1 2022
Shares 21,193 Value ($000) $3,368 Avg Close — Range —
Q4 2021
Shares 23,020 Value ($000) $4,003 Avg Close — Range —
Q3 2021
Shares 21,856 Value ($000) $3,263 Avg Close — Range —
Q2 2021
Shares 20,939 Value ($000) $3,092 Avg Close — Range —
Q1 2021
Shares 18,009 Value ($000) $2,392 Avg Close — Range —
Q4 2020
Shares 13,388 Value ($000) $1,741 Avg Close — Range —
Q3 2020
Shares 11,532 Value ($000) $1,346 Avg Close — Range —
Q2 2020
Shares 10,713 Value ($000) $1,119 Avg Close — Range —
Q1 2020
Shares 7,135 Value ($000) $573 Avg Close — Range —
Q4 2019
Shares 6,930 Value ($000) $635 Avg Close — Range —