SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Compass Wealth Management, LLC/GA's Holding History (CIK: 0002076480)

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

Q4 2025
Shares 74,295 Value ($000) $3,322 Avg Close — Range —
Q3 2025
Shares 32,465 Value ($000) $2,900 Avg Close — Range —
Q2 2025
Shares 29,996 Value ($000) $2,544 Avg Close — Range —