SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 274 Value ($000) $12 Avg Close — Range —
Q3 2025
Shares 137 Value ($000) $12 Avg Close — Range —
Q2 2025
Shares 137 Value ($000) $11 Avg Close — Range —