SELECT SECTOR SPDR TR

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

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q4 2025
Shares 26,762 Value ($000) $1,142 Avg Close — Range —
Q3 2025
Shares 13,476 Value ($000) $1,175 Avg Close — Range —
Q1 2025
Shares 14,147 Value ($000) $1,115 Avg Close — Range —
Q4 2024
Shares 13,733 Value ($000) $1,109 Avg Close — Range —