SELECT SECTOR SPDR TR

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

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 8,705 Value ($000) $372 Avg Close — Range —
Q3 2025
Shares 4,343 Value ($000) $379 Avg Close — Range —
Q2 2025
Shares 3,115 Value ($000) $254 Avg Close — Range —
Q1 2025
Shares 3,115 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 3,115 Value ($000) $236 Avg Close — Range —
Q3 2024
Shares 3,115 Value ($000) $252 Avg Close — Range —
Q2 2024
Shares 3,115 Value ($000) $212 Avg Close — Range —
Q1 2024
Shares 3,115 Value ($000) $205 Avg Close — Range —
Q4 2023
Shares 22,074 Value ($000) $1,398 Avg Close — Range —
Q3 2023
Shares 37,062 Value ($000) $2,184 Avg Close — Range —
Q2 2023
Shares 5,170 Value ($000) $338 Avg Close — Range —