SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 12,552 Value ($000) $687 Avg Close — Range —
Q3 2025
Shares 12,552 Value ($000) $676 Avg Close — Range —
Q2 2025
Shares 14,950 Value ($000) $783 Avg Close — Range —
Q1 2025
Shares 14,950 Value ($000) $745 Avg Close — Range —
Q4 2024
Shares 14,769 Value ($000) $714 Avg Close — Range —
Q3 2024
Shares 14,769 Value ($000) $669 Avg Close — Range —