SELECT SECTOR SPDR TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 7,523 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 3,890 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 2,934 Value ($000) $240 Avg Close — Range —