SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 7,376 Value ($000) $404 Avg Close — Range —
Q3 2025
Shares 7,367 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 7,058 Value ($000) $370 Avg Close — Range —