SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 7,810 Value ($000) $1,124 Avg Close — Range —
Q3 2025
Shares 3,905 Value ($000) $1,101 Avg Close — Range —
Q2 2025
Shares 3,905 Value ($000) $989 Avg Close — Range —
Q1 2025
Shares 3,905 Value ($000) $806 Avg Close — Range —
Q4 2024
Shares 3,905 Value ($000) $908 Avg Close — Range —
Q3 2024
Shares 3,860 Value ($000) $871 Avg Close — Range —
Q2 2024
Shares 3,861 Value ($000) $873 Avg Close — Range —
Q1 2024
Shares 3,861 Value ($000) $804 Avg Close — Range —
Q4 2023
Shares 3,861 Value ($000) $743 Avg Close — Range —
Q3 2023
Shares 9,461 Value ($000) $1,551 Avg Close — Range —
Q2 2023
Shares 9,011 Value ($000) $1,567 Avg Close — Range —
Q1 2023
Shares 9,521 Value ($000) $1,438 Avg Close — Range —
Q4 2022
Shares 3,356 Value ($000) $418 Avg Close — Range —