SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 2,090 Value ($000) $246 Avg Close — Range —
Q2 2025
Shares 2,315 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 3,261 Value ($000) $315 Avg Close — Range —
Q4 2024
Shares 6,065 Value ($000) $587 Avg Close — Range —
Q3 2024
Shares 4,348 Value ($000) $393 Avg Close — Range —
Q2 2024
Shares 4,304 Value ($000) $369 Avg Close — Range —
Q1 2024
Shares 4,687 Value ($000) $383 Avg Close — Range —
Q4 2023
Shares 4,017 Value ($000) $292 Avg Close — Range —