SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 21,882 Value ($000) $2,576 Avg Close Range
Q3 2025
Shares 22,565 Value ($000) $2,671 Avg Close Range
Q2 2025
Shares 31,146 Value ($000) $3,380 Avg Close Range
Q1 2025
Shares 31,103 Value ($000) $3,000 Avg Close Range
Q4 2024
Shares 29,674 Value ($000) $2,873 Avg Close Range