SELECT SECTOR SPDR TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 840 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 341 Value ($000) $30 Avg Close — Range —