SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Prepared Retirement Institute LLC's Holding History (CIK: 0002056037)

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

Q4 2025
Shares 14,345 Value ($000) $786 Avg Close — Range —
Q3 2025
Shares 14,076 Value ($000) $758 Avg Close — Range —
Q2 2025
Shares 14,912 Value ($000) $781 Avg Close — Range —
Q1 2025
Shares 15,524 Value ($000) $773 Avg Close — Range —
Q4 2024
Shares 9,183 Value ($000) $444 Avg Close — Range —