SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q3 2025
Shares 3,102 Value ($000) $277 Avg Close — Range —
Q2 2025
Shares 4,900 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 4,171 Value ($000) $357 Avg Close — Range —