SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

REUTER JAMES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001894484)

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

Q4 2025
Shares 12,678 Value ($000) $1,825 Avg Close — Range —
Q3 2025
Shares 5,632 Value ($000) $1,588 Avg Close — Range —
Q2 2025
Shares 5,134 Value ($000) $1,300 Avg Close — Range —
Q1 2025
Shares 4,640 Value ($000) $958 Avg Close — Range —
Q4 2024
Shares 3,846 Value ($000) $894 Avg Close — Range —
Q3 2024
Shares 3,424 Value ($000) $773 Avg Close — Range —
Q4 2021
Shares 50,965 Value ($000) $8,861 Avg Close — Range —