SELECT SECTOR SPDR TR

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

Dynamic Wealth Strategies, LLC's Holding History (CIK: 0001812853)

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

Q4 2025
Shares 10,371 Value ($000) $443 Avg Close — Range —
Q3 2025
Shares 4,032 Value ($000) $352 Avg Close — Range —
Q2 2025
Shares 5,242 Value ($000) $428 Avg Close — Range —
Q1 2025
Shares 4,563 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 4,729 Value ($000) $358 Avg Close — Range —
Q3 2024
Shares 4,385 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 4,205 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,325 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 14 Value ($000) $1 Avg Close — Range —