SELECT SECTOR SPDR TR

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

Discipline Wealth Solutions, LLC's Holding History (CIK: 0002010507)

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

Q4 2025
Shares 8,622 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 4,280 Value ($000) $373 Avg Close — Range —
Q2 2025
Shares 3,970 Value ($000) $324 Avg Close — Range —