SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 6,601 Value ($000) $266 Avg Close — Range —
Q3 2025
Shares 6,518 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 6,047 Value ($000) $250 Avg Close — Range —