SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 5,055 Value ($000) $277 Avg Close — Range —
Q3 2025
Shares 5,055 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 5,055 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 4,924 Value ($000) $245 Avg Close — Range —
Q4 2024
Shares 4,924 Value ($000) $253 Avg Close — Range —
Q3 2024
Shares 4,924 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 4,924 Value ($000) $202 Avg Close — Range —
Q1 2024
Shares 5,704 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 5,704 Value ($000) $220 Avg Close — Range —
Q2 2023
Shares 5,704 Value ($000) $202 Avg Close — Range —
Q4 2022
Shares 5,704 Value ($000) $209 Avg Close — Range —