SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 3,196 Value ($000) $460 Avg Close — Range —
Q3 2025
Shares 1,621 Value ($000) $457 Avg Close — Range —
Q2 2025
Shares 1,617 Value ($000) $409 Avg Close — Range —
Q1 2025
Shares 1,621 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 1,626 Value ($000) $378 Avg Close — Range —
Q3 2024
Shares 1,628 Value ($000) $368 Avg Close — Range —
Q2 2024
Shares 2,006 Value ($000) $454 Avg Close — Range —
Q1 2024
Shares 1,527 Value ($000) $318 Avg Close — Range —
Q4 2023
Shares 1,429 Value ($000) $275 Avg Close — Range —