SELECT SECTOR SPDR TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 1,724 Value ($000) $206 Avg Close — Range —
Q3 2025
Shares 838 Value ($000) $201 Avg Close — Range —