SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 5,396 Value ($000) $777 Avg Close — Range —
Q3 2025
Shares 2,698 Value ($000) $760 Avg Close — Range —
Q2 2025
Shares 925 Value ($000) $234 Avg Close — Range —
Q1 2025
Shares 1,782 Value ($000) $368 Avg Close — Range —
Q4 2024
Shares 1,400 Value ($000) $291 Avg Close — Range —