SELECT SECTOR SPDR TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 45,758 Value ($000) $1,953 Avg Close — Range —
Q3 2025
Shares 23,327 Value ($000) $2,034 Avg Close — Range —
Q2 2025
Shares 24,960 Value ($000) $2,038 Avg Close — Range —
Q1 2025
Shares 26,670 Value ($000) $2,103 Avg Close — Range —
Q4 2024
Shares 26,531 Value ($000) $2,008 Avg Close — Range —
Q3 2024
Shares 15,874 Value ($000) $1,282 Avg Close — Range —
Q2 2024
Shares 4,185 Value ($000) $285 Avg Close — Range —
Q4 2021
Shares 2,789 Value ($000) $200 Avg Close — Range —