SELECT SECTOR SPDR TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 5,000 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 2,500 Value ($000) $226 Avg Close — Range —