SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 4,333 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 4,333 Value ($000) $233 Avg Close — Range —
Q1 2025
Shares 4,333 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 4,333 Value ($000) $209 Avg Close — Range —
Q1 2021
Shares 7,706 Value ($000) $262 Avg Close — Range —
Q4 2020
Shares 5,492 Value ($000) $162 Avg Close — Range —