SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Novak & Powell Financial Services, Inc.'s Holding History (CIK: 0002011548)

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

Q4 2025
Shares 2,125 Value ($000) $306 Avg Close — Range —
Q3 2025
Shares 1,163 Value ($000) $328 Avg Close — Range —
Q2 2025
Shares 1,163 Value ($000) $295 Avg Close — Range —
Q1 2025
Shares 1,616 Value ($000) $334 Avg Close — Range —
Q4 2024
Shares 1,163 Value ($000) $271 Avg Close — Range —
Q3 2024
Shares 1,248 Value ($000) $282 Avg Close — Range —
Q2 2024
Shares 1,248 Value ($000) $282 Avg Close — Range —
Q1 2024
Shares 1,234 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 1,234 Value ($000) $237 Avg Close — Range —