SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 6,228 Value ($000) $341 Avg Close — Range —
Q3 2025
Shares 6,358 Value ($000) $343 Avg Close — Range —
Q2 2025
Shares 6,377 Value ($000) $334 Avg Close — Range —
Q1 2025
Shares 6,795 Value ($000) $338 Avg Close — Range —
Q4 2024
Shares 4,349 Value ($000) $210 Avg Close — Range —
Q3 2024
Shares 5,896 Value ($000) $267 Avg Close — Range —