SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

WHALEROCK POINT PARTNERS, LLC's Holding History (CIK: 0001389709)

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

Q4 2025
Shares 5,300 Value ($000) $226 Avg Close — Range —
Q3 2025
Shares 2,650 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 2,650 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 2,650 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 2,650 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 2,650 Value ($000) $214 Avg Close — Range —