SELECT SECTOR SPDR TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 26,764 Value ($000) $1,080 Avg Close — Range —
Q3 2025
Shares 40,194 Value ($000) $1,693 Avg Close — Range —
Q2 2025
Shares 171,121 Value ($000) $7,088 Avg Close — Range —
Q1 2025
Shares 143,934 Value ($000) $6,024 Avg Close — Range —
Q4 2024
Shares 157,413 Value ($000) $6,402 Avg Close — Range —
Q3 2024
Shares 24,091 Value ($000) $1,076 Avg Close — Range —