SELECT SECTOR SPDR TR

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

Summit Financial Consulting LLC's Holding History (CIK: 0002065794)

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

Q4 2025
Shares 19,318 Value ($000) $825 Avg Close — Range —
Q3 2025
Shares 9,730 Value ($000) $849 Avg Close — Range —
Q2 2025
Shares 6,324 Value ($000) $516 Avg Close — Range —
Q1 2025
Shares 7,721 Value ($000) $609 Avg Close — Range —