SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

WorthPointe, LLC's Holding History (CIK: 0001921448)

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

Q4 2025
Shares 7,962 Value ($000) $951 Avg Close — Range —
Q2 2023
Shares 4,262 Value ($000) $724 Avg Close — Range —