SELECT SECTOR SPDR TR

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

Second Half Financial Partners, LLC's Holding History (CIK: 0001946654)

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

Q4 2025
Shares 41,012 Value ($000) $1,751 Avg Close — Range —
Q3 2025
Shares 18,243 Value ($000) $1,591 Avg Close — Range —
Q2 2025
Shares 16,382 Value ($000) $1,338 Avg Close — Range —
Q1 2025
Shares 15,851 Value ($000) $1,250 Avg Close — Range —
Q4 2024
Shares 48,523 Value ($000) $3,673 Avg Close — Range —
Q3 2024
Shares 59,202 Value ($000) $4,782 Avg Close — Range —
Q2 2024
Shares 99,751 Value ($000) $6,797 Avg Close — Range —
Q1 2024
Shares 61,123 Value ($000) $4,013 Avg Close — Range —
Q4 2023
Shares 55,432 Value ($000) $3,511 Avg Close — Range —
Q3 2023
Shares 10,232 Value ($000) $603 Avg Close — Range —
Q2 2023
Shares 12,242 Value ($000) $801 Avg Close — Range —
Q1 2023
Shares 11,055 Value ($000) $748 Avg Close — Range —
Q4 2022
Shares 11,111 Value ($000) $768 Avg Close — Range —
Q3 2022
Shares 11,142 Value ($000) $730 Avg Close — Range —
Q2 2022
Shares 10,284 Value ($000) $659 Avg Close — Range —
Q1 2022
Shares 10,284 Value ($000) $659 Avg Close — Range —