SELECT SECTOR SPDR TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 7,850 Value ($000) $335 Avg Close — Range —
Q3 2025
Shares 3,638 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 2,775 Value ($000) $227 Avg Close — Range —