SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

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

Q4 2025
Shares 5,138 Value ($000) $605 Avg Close — Range —
Q3 2025
Shares 5,138 Value ($000) $608 Avg Close — Range —
Q2 2025
Shares 4,183 Value ($000) $454 Avg Close — Range —