SELECT SECTOR SPDR TR

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

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 11,895 Value ($000) $508 Avg Close — Range —
Q3 2025
Shares 5,945 Value ($000) $518 Avg Close — Range —
Q2 2025
Shares 5,968 Value ($000) $487 Avg Close — Range —
Q1 2025
Shares 5,966 Value ($000) $470 Avg Close — Range —
Q4 2024
Shares 5,870 Value ($000) $444 Avg Close — Range —