SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q4 2025
Shares 6,078 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 4,449 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 4,179 Value ($000) $219 Avg Close — Range —