SELECT SECTOR SPDR TR

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

Berkshire Money Management, Inc.'s Holding History (CIK: 0001535172)

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

Q4 2025
Shares 576,065 Value ($000) $24,592 Avg Close Range
Q3 2025
Shares 282,184 Value ($000) $24,609 Avg Close Range
Q2 2025
Shares 275,874 Value ($000) $22,528 Avg Close Range
Q1 2025
Shares 256,087 Value ($000) $20,192 Avg Close Range