SELECT SECTOR SPDR TR

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

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 19,892 Value ($000) $849 Avg Close — Range —
Q3 2025
Shares 9,942 Value ($000) $867 Avg Close — Range —
Q2 2025
Shares 9,932 Value ($000) $811 Avg Close — Range —
Q1 2025
Shares 9,922 Value ($000) $782 Avg Close — Range —
Q4 2024
Shares 9,910 Value ($000) $750 Avg Close — Range —
Q3 2024
Shares 7,476 Value ($000) $604 Avg Close — Range —
Q2 2024
Shares 12,271 Value ($000) $777 Avg Close — Range —
Q1 2024
Shares 12,284 Value ($000) $806 Avg Close — Range —
Q4 2023
Shares 12,271 Value ($000) $777 Avg Close — Range —
Q3 2023
Shares 12,257 Value ($000) $722 Avg Close — Range —
Q2 2023
Shares 12,837 Value ($000) $840 Avg Close — Range —
Q1 2023
Shares 12,825 Value ($000) $868 Avg Close — Range —
Q4 2022
Shares 12,814 Value ($000) $903 Avg Close — Range —