SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 2,050 Value ($000) $295 Avg Close — Range —
Q3 2025
Shares 1,024 Value ($000) $289 Avg Close — Range —
Q2 2025
Shares 1,024 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 1,039 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 1,039 Value ($000) $242 Avg Close — Range —
Q3 2024
Shares 935 Value ($000) $211 Avg Close — Range —
Q4 2023
Shares 894 Value ($000) $172 Avg Close — Range —