SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 15,022 Value ($000) $672 Avg Close — Range —
Q3 2025
Shares 7,622 Value ($000) $681 Avg Close — Range —
Q2 2025
Shares 7,622 Value ($000) $646 Avg Close — Range —
Q1 2025
Shares 7,559 Value ($000) $706 Avg Close — Range —
Q4 2024
Shares 6,023 Value ($000) $516 Avg Close — Range —
Q2 2022
Shares 2,889 Value ($000) $207 Avg Close — Range —