SELECT SECTOR SPDR TR

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

Tandem Wealth Advisors LLC's Holding History (CIK: 0001842557)

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

Q4 2025
Shares 16,114 Value ($000) $688 Avg Close Range
Q3 2025
Shares 6,696 Value ($000) $584 Avg Close Range
Q2 2025
Shares 5,420 Value ($000) $443 Avg Close Range
Q1 2025
Shares 5,458 Value ($000) $430 Avg Close Range
Q4 2024
Shares 4,846 Value ($000) $367 Avg Close Range