SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 7,025 Value ($000) $314 Avg Close — Range —
Q3 2025
Shares 4,783 Value ($000) $427 Avg Close — Range —
Q2 2025
Shares 4,783 Value ($000) $406 Avg Close — Range —
Q1 2025
Shares 4,772 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 9,512 Value ($000) $815 Avg Close — Range —
Q3 2024
Shares 9,512 Value ($000) $835 Avg Close — Range —
Q2 2024
Shares 9,727 Value ($000) $887 Avg Close — Range —
Q1 2024
Shares 9,697 Value ($000) $915 Avg Close — Range —
Q4 2023
Shares 9,697 Value ($000) $813 Avg Close — Range —
Q3 2023
Shares 9,697 Value ($000) $877 Avg Close — Range —
Q2 2023
Shares 9,824 Value ($000) $797 Avg Close — Range —
Q1 2023
Shares 9,824 Value ($000) $814 Avg Close — Range —
Q4 2022
Shares 9,824 Value ($000) $859 Avg Close — Range —