SELECT SECTOR SPDR TR

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

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q4 2025
Shares 9,636 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 3,838 Value ($000) $335 Avg Close — Range —
Q2 2025
Shares 3,525 Value ($000) $288 Avg Close — Range —
Q1 2025
Shares 3,633 Value ($000) $286 Avg Close — Range —
Q4 2024
Shares 3,509 Value ($000) $266 Avg Close — Range —
Q3 2024
Shares 3,032 Value ($000) $245 Avg Close — Range —