SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 1,427 Value ($000) $205 Avg Close — Range —
Q3 2025
Shares 913 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 917 Value ($000) $232 Avg Close — Range —
Q1 2025
Shares 975 Value ($000) $201 Avg Close — Range —
Q4 2024
Shares 950 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 1,975 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 2,075 Value ($000) $469 Avg Close — Range —
Q1 2024
Shares 2,398 Value ($000) $500 Avg Close — Range —
Q4 2023
Shares 2,386 Value ($000) $459 Avg Close — Range —
Q3 2023
Shares 2,552 Value ($000) $418 Avg Close — Range —
Q2 2023
Shares 1,564 Value ($000) $263 Avg Close — Range —
Q4 2022
Shares 1,915 Value ($000) $238 Avg Close — Range —
Q3 2022
Shares 5,251 Value ($000) $624 Avg Close — Range —
Q2 2022
Shares 5,298 Value ($000) $674 Avg Close — Range —
Q1 2022
Shares 16,503 Value ($000) $2,623 Avg Close — Range —
Q4 2021
Shares 11,705 Value ($000) $2,035 Avg Close — Range —