SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 10,497 Value ($000) $1,511 Avg Close — Range —
Q3 2025
Shares 5,263 Value ($000) $1,483 Avg Close — Range —
Q2 2025
Shares 5,205 Value ($000) $1,318 Avg Close — Range —
Q1 2025
Shares 5,275 Value ($000) $1,089 Avg Close — Range —
Q4 2024
Shares 5,066 Value ($000) $1,178 Avg Close — Range —
Q3 2024
Shares 5,066 Value ($000) $1,144 Avg Close — Range —
Q2 2024
Shares 4,865 Value ($000) $1,101 Avg Close — Range —
Q1 2024
Shares 4,887 Value ($000) $1,018 Avg Close — Range —
Q4 2023
Shares 4,925 Value ($000) $948 Avg Close — Range —
Q3 2023
Shares 4,806 Value ($000) $788 Avg Close — Range —
Q2 2023
Shares 4,712 Value ($000) $819 Avg Close — Range —
Q1 2023
Shares 4,691 Value ($000) $708 Avg Close — Range —
Q4 2022
Shares 4,724 Value ($000) $588 Avg Close — Range —