SELECT SECTOR SPDR TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 4,942 Value ($000) $211 Avg Close Range
Q3 2025
Shares 2,471 Value ($000) $215 Avg Close Range