SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 11,569 Value ($000) $517 Avg Close — Range —
Q3 2025
Shares 5,790 Value ($000) $517 Avg Close — Range —
Q2 2025
Shares 6,119 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 6,375 Value ($000) $596 Avg Close — Range —
Q4 2024
Shares 6,662 Value ($000) $571 Avg Close — Range —
Q3 2024
Shares 5,821 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 4,292 Value ($000) $391 Avg Close — Range —
Q1 2024
Shares 4,148 Value ($000) $392 Avg Close — Range —
Q4 2023
Shares 4,311 Value ($000) $361 Avg Close — Range —
Q3 2023
Shares 4,070 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 4,529 Value ($000) $368 Avg Close — Range —
Q1 2023
Shares 4,062 Value ($000) $336 Avg Close — Range —
Q4 2022
Shares 4,737 Value ($000) $414 Avg Close — Range —