SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 1,922 Value ($000) $277 Avg Close — Range —
Q3 2025
Shares 940 Value ($000) $265 Avg Close — Range —
Q2 2025
Shares 920 Value ($000) $233 Avg Close — Range —
Q1 2025
Shares 1,840 Value ($000) $380 Avg Close — Range —
Q4 2024
Shares 1,840 Value ($000) $428 Avg Close — Range —
Q3 2024
Shares 1,840 Value ($000) $415 Avg Close — Range —
Q2 2024
Shares 1,840 Value ($000) $416 Avg Close — Range —
Q1 2024
Shares 1,840 Value ($000) $383 Avg Close — Range —
Q4 2023
Shares 1,840 Value ($000) $354 Avg Close — Range —