SELECT SECTOR SPDR TR

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

Nvest Financial, LLC's Holding History (CIK: 0001915315)

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

Q4 2025
Shares 30,533 Value ($000) $1,303 Avg Close — Range —
Q3 2025
Shares 12,493 Value ($000) $1,090 Avg Close — Range —
Q2 2025
Shares 15,534 Value ($000) $1,269 Avg Close — Range —
Q1 2025
Shares 15,233 Value ($000) $1,201 Avg Close — Range —
Q4 2024
Shares 15,974 Value ($000) $1,209 Avg Close — Range —
Q3 2024
Shares 16,627 Value ($000) $1,343 Avg Close — Range —
Q2 2024
Shares 16,497 Value ($000) $1,124 Avg Close — Range —
Q1 2024
Shares 15,126 Value ($000) $993 Avg Close — Range —
Q4 2023
Shares 15,133 Value ($000) $958 Avg Close — Range —
Q3 2023
Shares 16,669 Value ($000) $982 Avg Close — Range —
Q2 2023
Shares 16,664 Value ($000) $1,090 Avg Close — Range —
Q1 2023
Shares 11,149 Value ($000) $755 Avg Close — Range —
Q4 2022
Shares 3,084 Value ($000) $217 Avg Close — Range —