SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 4,921 Value ($000) $709 Avg Close — Range —
Q3 2025
Shares 2,461 Value ($000) $694 Avg Close — Range —
Q2 2025
Shares 2,441 Value ($000) $618 Avg Close — Range —
Q1 2025
Shares 2,631 Value ($000) $543 Avg Close — Range —
Q4 2024
Shares 2,749 Value ($000) $639 Avg Close — Range —
Q3 2024
Shares 2,790 Value ($000) $630 Avg Close — Range —
Q2 2024
Shares 1,765 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 1,765 Value ($000) $368 Avg Close — Range —
Q4 2023
Shares 1,765 Value ($000) $340 Avg Close — Range —
Q3 2023
Shares 1,765 Value ($000) $289 Avg Close — Range —
Q2 2023
Shares 1,765 Value ($000) $304 Avg Close — Range —
Q1 2023
Shares 1,765 Value ($000) $267 Avg Close — Range —
Q4 2022
Shares 1,765 Value ($000) $220 Avg Close — Range —
Q3 2022
Shares 1,830 Value ($000) $217 Avg Close — Range —
Q2 2022
Shares 1,830 Value ($000) $233 Avg Close — Range —
Q1 2022
Shares 1,830 Value ($000) $291 Avg Close — Range —
Q4 2021
Shares 1,315 Value ($000) $229 Avg Close — Range —