SELECT SECTOR SPDR TR

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

Coastal Bridge Advisors, LLC's Holding History (CIK: 0001665976)

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

Q4 2025
Shares 54,590 Value ($000) $2,330 Avg Close — Range —
Q3 2025
Shares 28,449 Value ($000) $2,481 Avg Close — Range —