SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q4 2025
Shares 2,256 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 1,128 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 1,128 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 1,128 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 1,128 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 1,128 Value ($000) $255 Avg Close — Range —
Q2 2024
Shares 1,128 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 1,128 Value ($000) $217 Avg Close — Range —