SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Heritage Investment Group, Inc.'s Holding History (CIK: 0001876811)

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

Q4 2025
Shares 1,718 Value ($000) $247 Avg Close — Range —
Q3 2025
Shares 859 Value ($000) $242 Avg Close — Range —
Q2 2025
Shares 859 Value ($000) $218 Avg Close — Range —