SELECT SECTOR SPDR TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 12,542 Value ($000) $535 Avg Close — Range —
Q3 2025
Shares 6,271 Value ($000) $547 Avg Close — Range —
Q2 2025
Shares 6,271 Value ($000) $512 Avg Close — Range —
Q1 2025
Shares 6,636 Value ($000) $523 Avg Close — Range —
Q4 2024
Shares 6,636 Value ($000) $502 Avg Close — Range —
Q3 2024
Shares 6,636 Value ($000) $536 Avg Close — Range —
Q2 2024
Shares 6,636 Value ($000) $452 Avg Close — Range —
Q1 2024
Shares 6,636 Value ($000) $436 Avg Close — Range —
Q4 2023
Shares 6,957 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 7,794 Value ($000) $459 Avg Close — Range —
Q2 2023
Shares 8,437 Value ($000) $552 Avg Close — Range —