SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 17,768 Value ($000) $2,558 Avg Close — Range —
Q3 2025
Shares 8,745 Value ($000) $2,465 Avg Close — Range —
Q2 2025
Shares 8,756 Value ($000) $2,217 Avg Close — Range —
Q1 2025
Shares 7,129 Value ($000) $1,472 Avg Close — Range —
Q4 2024
Shares 5,813 Value ($000) $1,352 Avg Close — Range —
Q3 2024
Shares 5,655 Value ($000) $1,277 Avg Close — Range —
Q2 2024
Shares 4,559 Value ($000) $1,031 Avg Close — Range —
Q1 2024
Shares 3,866 Value ($000) $805 Avg Close — Range —
Q4 2023
Shares 1,484 Value ($000) $286 Avg Close — Range —