SELECT SECTOR SPDR TR

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

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q4 2025
Shares 6,678 Value ($000) $285 Avg Close — Range —
Q3 2025
Shares 3,239 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 3,239 Value ($000) $264 Avg Close — Range —
Q1 2025
Shares 3,239 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 8,814 Value ($000) $712 Avg Close — Range —
Q2 2024
Shares 8,435 Value ($000) $575 Avg Close — Range —
Q1 2024
Shares 8,298 Value ($000) $545 Avg Close — Range —
Q4 2023
Shares 8,087 Value ($000) $512 Avg Close — Range —