SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 5,849 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 9,560 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 220 Value ($000) $9 Avg Close — Range —