SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,164 Value ($000) $168 Avg Close — Range —
Q3 2025
Shares 582 Value ($000) $164 Avg Close — Range —
Q2 2025
Shares 582 Value ($000) $147 Avg Close — Range —
Q1 2025
Shares 452 Value ($000) $93 Avg Close — Range —