SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

WorthPointe, LLC's Holding History (CIK: 0001921448)

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

Q3 2025
Shares 3,426 Value ($000) $966 Avg Close — Range —
Q1 2024
Shares 3,718 Value ($000) $774 Avg Close — Range —
Q2 2023
Shares 4,176 Value ($000) $726 Avg Close — Range —