SELECT SECTOR SPDR TR

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

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 8,650 Value ($000) $369 Avg Close — Range —
Q3 2025
Shares 4,825 Value ($000) $421 Avg Close — Range —
Q2 2025
Shares 4,825 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 4,850 Value ($000) $382 Avg Close — Range —
Q4 2024
Shares 4,722 Value ($000) $357 Avg Close — Range —
Q3 2024
Shares 5,727 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 5,684 Value ($000) $387 Avg Close — Range —