SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025
Shares 51,590 Value ($000) $2,082 Avg Close — Range —
Q3 2025
Shares 53,985 Value ($000) $2,274 Avg Close — Range —
Q2 2025
Shares 100,260 Value ($000) $4,174 Avg Close — Range —
Q1 2025
Shares 50,097 Value ($000) $2,097 Avg Close — Range —
Q4 2024
Shares 46,959 Value ($000) $1,910 Avg Close — Range —
Q3 2024
Shares 39,198 Value ($000) $1,751 Avg Close — Range —
Q2 2024
Shares 14,985 Value ($000) $576 Avg Close — Range —