SELECT SECTOR SPDR TR

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

Shum Financial Group, Inc.'s Holding History (CIK: 0002044675)

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

Q4 2025
Shares 31,641 Value ($000) $1,351 Avg Close — Range —
Q3 2025
Shares 15,833 Value ($000) $1,381 Avg Close — Range —
Q1 2025
Shares 15,705 Value ($000) $1,238 Avg Close — Range —
Q4 2024
Shares 15,698 Value ($000) $1,188 Avg Close — Range —
Q3 2024
Shares 15,575 Value ($000) $1,220 Avg Close — Range —