SELECT SECTOR SPDR TR

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

Copia Wealth Management's Holding History (CIK: 0002058771)

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

Q4 2025
Shares 3,792 Value ($000) $162 Avg Close — Range —
Q3 2025
Shares 2,088 Value ($000) $182 Avg Close — Range —
Q2 2025
Shares 2,670 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 1,836 Value ($000) $145 Avg Close — Range —
Q4 2024
Shares 171 Value ($000) $13 Avg Close — Range —