SELECT SECTOR SPDR TR

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

Secure Asset Management, LLC's Holding History (CIK: 0001800692)

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

Q4 2025
Shares 48,171 Value ($000) $2,056 Avg Close — Range —
Q3 2025
Shares 23,371 Value ($000) $2,058 Avg Close — Range —
Q4 2023
Shares 3,558 Value ($000) $225 Avg Close — Range —
Q3 2022
Shares 3,687 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 4,170 Value ($000) $292 Avg Close — Range —
Q1 2022
Shares 4,753 Value ($000) $354 Avg Close — Range —
Q4 2021
Shares 4,697 Value ($000) $336 Avg Close — Range —
Q3 2021
Shares 4,092 Value ($000) $261 Avg Close — Range —
Q1 2020
Shares 39,859 Value ($000) $2,209 Avg Close — Range —
Q4 2019
Shares 27,763 Value ($000) $1,794 Avg Close — Range —