SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 106,552 Value ($000) $8,279 Avg Close — Range —
Q3 2025
Shares 80,546 Value ($000) $6,312 Avg Close — Range —
Q2 2025
Shares 70,660 Value ($000) $5,721 Avg Close — Range —
Q1 2025
Shares 69,888 Value ($000) $5,708 Avg Close — Range —
Q4 2024
Shares 136,634 Value ($000) $12,011 Avg Close — Range —
Q3 2024
Shares 106,827 Value ($000) $8,867 Avg Close — Range —
Q2 2024
Shares 87,510 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 13,887 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 19,997 Value ($000) $1 Avg Close — Range —