SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Core Wealth Partners LLC's Holding History (CIK: 0001965078)

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

Q4 2025
Shares 3,005 Value ($000) $466 Avg Close — Range —
Q3 2025
Shares 2,995 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 2,982 Value ($000) $440 Avg Close — Range —
Q1 2025
Shares 2,973 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 2,785 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 2,243 Value ($000) $304 Avg Close — Range —
Q2 2024
Shares 2,235 Value ($000) $272 Avg Close — Range —
Q1 2024
Shares 2,228 Value ($000) $281 Avg Close — Range —
Q4 2023
Shares 2,221 Value ($000) $253 Avg Close — Range —
Q3 2023
Shares 2,209 Value ($000) $224 Avg Close — Range —
Q2 2023
Shares 2,200 Value ($000) $236 Avg Close — Range —
Q1 2023
Shares 2,200 Value ($000) $223 Avg Close — Range —