SELECT SECTOR SPDR TR

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 12,092 Value ($000) $516 Avg Close — Range —
Q3 2025
Shares 5,641 Value ($000) $492 Avg Close — Range —
Q2 2025
Shares 5,303 Value ($000) $433 Avg Close — Range —
Q3 2024
Shares 3,741 Value ($000) $302 Avg Close — Range —