SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 110,288 Value ($000) $15,878 Avg Close — Range —
Q3 2025
Shares 54,324 Value ($000) $15,312 Avg Close — Range —
Q2 2025
Shares 52,902 Value ($000) $13,396 Avg Close — Range —
Q1 2025
Shares 5,895 Value ($000) $1,217 Avg Close — Range —
Q4 2024
Shares 18,993 Value ($000) $4,416 Avg Close — Range —
Q3 2024
Shares 14,910 Value ($000) $3,366 Avg Close — Range —
Q2 2024
Shares 12,538 Value ($000) $2,837 Avg Close — Range —
Q1 2024
Shares 11,161 Value ($000) $2,324 Avg Close — Range —
Q4 2023
Shares 1,316 Value ($000) $253 Avg Close — Range —