SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Compass Financial Group, Inc.'s Holding History (CIK: 0001666910)

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

Q4 2025
Shares 31,881 Value ($000) $1,425 Avg Close — Range —
Q3 2025
Shares 15,724 Value ($000) $1,405 Avg Close — Range —