SELECT SECTOR SPDR TR

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

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 5,278 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 2,344 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 3,096 Value ($000) $250 Avg Close — Range —