SELECT SECTOR SPDR TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 3,886 Value ($000) $166 Avg Close — Range —
Q3 2025
Shares 1,943 Value ($000) $169 Avg Close — Range —
Q2 2025
Shares 1,943 Value ($000) $159 Avg Close — Range —
Q1 2025
Shares 330 Value ($000) $26 Avg Close — Range —
Q4 2024
Shares 330 Value ($000) $25 Avg Close — Range —
Q3 2024
Shares 330 Value ($000) $27 Avg Close — Range —