SELECT SECTOR SPDR TR

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

Kaizen Financial Strategies's Holding History (CIK: 0001842013)

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

Q4 2025
Shares 5,460 Value ($000) $233 Avg Close — Range —
Q3 2025
Shares 3,030 Value ($000) $268 Avg Close — Range —
Q2 2025
Shares 3,780 Value ($000) $309 Avg Close — Range —
Q1 2025
Shares 3,780 Value ($000) $298 Avg Close — Range —
Q4 2024
Shares 3,320 Value ($000) $251 Avg Close — Range —
Q3 2024
Shares 6,340 Value ($000) $512 Avg Close — Range —