SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 2,787 Value ($000) $401 Avg Close — Range —
Q3 2025
Shares 1,512 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 1,539 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 1,541 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 1,580 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 1,691 Value ($000) $382 Avg Close — Range —
Q2 2024
Shares 1,671 Value ($000) $378 Avg Close — Range —