SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 2,219 Value ($000) $99 Avg Close — Range —
Q3 2025
Shares 1,290 Value ($000) $115 Avg Close — Range —