SELECT SECTOR SPDR TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 2,630 Value ($000) $112 Avg Close — Range —
Q3 2025
Shares 1,305 Value ($000) $114 Avg Close — Range —
Q2 2025
Shares 1,297 Value ($000) $106 Avg Close — Range —
Q1 2025
Shares 1,308 Value ($000) $103 Avg Close — Range —
Q4 2024
Shares 965 Value ($000) $73 Avg Close — Range —
Q3 2024
Shares 957 Value ($000) $77 Avg Close — Range —
Q2 2024
Shares 997 Value ($000) $68 Avg Close — Range —
Q1 2024
Shares 1,960 Value ($000) $129 Avg Close — Range —
Q4 2023
Shares 10,163 Value ($000) $644 Avg Close — Range —
Q3 2023
Shares 139,519 Value ($000) $8,222 Avg Close — Range —
Q2 2023
Shares 146,264 Value ($000) $9,571 Avg Close — Range —
Q1 2023
Shares 245,929 Value ($000) $16,647 Avg Close — Range —
Q4 2022
Shares 251,814 Value ($000) $17,753 Avg Close — Range —
Q3 2022
Shares 254,845 Value ($000) $16,695 Avg Close — Range —
Q2 2022
Shares 232,931 Value ($000) $16,335 Avg Close — Range —