SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 3,321 Value ($000) $478 Avg Close — Range —
Q2 2025
Shares 1,758 Value ($000) $445 Avg Close — Range —