SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

PTM WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002061027)

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

Q4 2025
Shares 180,364 Value ($000) $26,084 Avg Close — Range —
Q3 2025
Shares 87,738 Value ($000) $25,233 Avg Close — Range —
Q2 2025
Shares 85,781 Value ($000) $22,042 Avg Close — Range —
Q1 2025
Shares 78,773 Value ($000) $14,158 Avg Close — Range —