SELECT SECTOR SPDR TR

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

Compass Financial Group, Inc.'s Holding History (CIK: 0001666910)

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

Q4 2025
Shares 47,255 Value ($000) $2,017 Avg Close — Range —
Q3 2025
Shares 23,796 Value ($000) $2,075 Avg Close — Range —