SELECT SECTOR SPDR TR

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

Axim Planning & Wealth's Holding History (CIK: 0001950607)

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

Q4 2025
Shares 8,648 Value ($000) $369 Avg Close — Range —
Q3 2025
Shares 3,948 Value ($000) $344 Avg Close — Range —
Q3 2022
Shares 448 Value ($000) $29 Avg Close — Range —
Q2 2022
Shares 21 Value ($000) $1 Avg Close — Range —