SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 2,863 Value ($000) $418 Avg Close — Range —
Q3 2025
Shares 1,432 Value ($000) $409 Avg Close — Range —
Q2 2025
Shares 1,432 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 1,432 Value ($000) $296 Avg Close — Range —
Q4 2024
Shares 1,432 Value ($000) $333 Avg Close — Range —
Q3 2024
Shares 1,432 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 1,432 Value ($000) $324 Avg Close — Range —
Q1 2024
Shares 1,432 Value ($000) $298 Avg Close — Range —
Q4 2023
Shares 1,432 Value ($000) $276 Avg Close — Range —