SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 2,284 Value ($000) $329 Avg Close — Range —
Q3 2025
Shares 1,048 Value ($000) $295 Avg Close — Range —
Q2 2025
Shares 974 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 974 Value ($000) $201 Avg Close — Range —
Q4 2024
Shares 974 Value ($000) $226 Avg Close — Range —
Q3 2024
Shares 974 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 974 Value ($000) $220 Avg Close — Range —
Q1 2024
Shares 998 Value ($000) $208 Avg Close — Range —