SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 3,796 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 3,796 Value ($000) $204 Avg Close — Range —