SELECT SECTOR SPDR TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 296,009 Value ($000) $12,637 Avg Close — Range —
Q3 2025
Shares 126,347 Value ($000) $11,019 Avg Close — Range —
Q2 2025
Shares 105,341 Value ($000) $8,602 Avg Close — Range —
Q1 2025
Shares 87,647 Value ($000) $6,911 Avg Close — Range —
Q4 2024
Shares 80,752 Value ($000) $6,112 Avg Close — Range —