SELECT SECTOR SPDR TR

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

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025

Shares 107,399 Value ($000) $4,585 Avg Close — Range —

Q3 2025

Shares 79,463 Value ($000) $6,930 Avg Close — Range —

Q2 2025

Shares 27,469 Value ($000) $2,243 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	107,399	$4,585	—	—
Q3 2025	79,463	$6,930	—	—
Q2 2025	27,469	$2,243	—	—