SELECT SECTOR SPDR TR

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

KFG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001919344)

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

Q4 2025
Shares 168,099 Value ($000) $6,783 Avg Close — Range —
Q3 2025
Shares 147,702 Value ($000) $6,223 Avg Close — Range —
Q2 2025
Shares 129,683 Value ($000) $5,371 Avg Close — Range —
Q1 2025
Shares 119,535 Value ($000) $5,003 Avg Close — Range —
Q4 2024
Shares 108,014 Value ($000) $4,393 Avg Close — Range —
Q3 2024
Shares 82,695 Value ($000) $3,694 Avg Close — Range —