SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Mowery & Schoenfeld Wealth Management, LLC's Holding History (CIK: 0002019946)

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

Q4 2025
Shares 800 Value ($000) $115 Avg Close — Range —
Q3 2025
Shares 400 Value ($000) $113 Avg Close — Range —
Q2 2025
Shares 400 Value ($000) $101 Avg Close — Range —
Q1 2025
Shares 400 Value ($000) $83 Avg Close — Range —
Q4 2024
Shares 400 Value ($000) $93 Avg Close — Range —
Q3 2024
Shares 400 Value ($000) $90 Avg Close — Range —
Q2 2024
Shares 400 Value ($000) $90 Avg Close — Range —
Q1 2024
Shares 400 Value ($000) $83 Avg Close — Range —
Q4 2023
Shares 400 Value ($000) $77 Avg Close — Range —