SELECT SECTOR SPDR TR

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

Financial & Tax Architects, LLC's Holding History (CIK: 0001758543)

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

Q4 2025
Shares 31,427 Value ($000) $1,342 Avg Close Range
Q3 2025
Shares 15,344 Value ($000) $1,338 Avg Close Range
Q2 2025
Shares 13,696 Value ($000) $1,118 Avg Close Range
Q1 2025
Shares 12,257 Value ($000) $966 Avg Close Range
Q4 2024
Shares 10,421 Value ($000) $789 Avg Close Range
Q3 2024
Shares 9,638 Value ($000) $779 Avg Close Range
Q2 2024
Shares 10,546 Value ($000) $719 Avg Close Range
Q4 2022
Shares 17,782 Value ($000) $1,231 Avg Close Range
Q3 2022
Shares 20,665 Value ($000) $1,354 Avg Close Range
Q2 2022
Shares 22,372 Value ($000) $1,569 Avg Close Range
Q1 2022
Shares 21,537 Value ($000) $1,604 Avg Close Range
Q4 2021
Shares 17,768 Value ($000) $1,272 Avg Close Range
Q3 2021
Shares 14,394 Value ($000) $919 Avg Close Range
Q2 2021
Shares 10,659 Value ($000) $674 Avg Close Range