SELECT SECTOR SPDR TR

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

American Trust's Holding History (CIK: 0001905128)

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

Q4 2025
Shares 10,118 Value ($000) $432 Avg Close — Range —
Q3 2025
Shares 6,243 Value ($000) $544 Avg Close — Range —
Q2 2025
Shares 2,532 Value ($000) $207 Avg Close — Range —