SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 14,226 Value ($000) $574 Avg Close — Range —
Q3 2025
Shares 15,177 Value ($000) $639 Avg Close — Range —
Q2 2025
Shares 18,363 Value ($000) $761 Avg Close — Range —
Q1 2025
Shares 79,386 Value ($000) $3,322 Avg Close — Range —
Q4 2024
Shares 21,929 Value ($000) $892 Avg Close — Range —
Q3 2024
Shares 8,946 Value ($000) $400 Avg Close — Range —
Q3 2023
Shares 18,381 Value ($000) $626 Avg Close — Range —
Q2 2023
Shares 16,622 Value ($000) $626 Avg Close — Range —
Q1 2023
Shares 14,231 Value ($000) $532 Avg Close — Range —