GLOBAL X FDS

Ticker: XYLD CUSIP: 37954Y475 Class: S&P 500 COVERED

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q2 2025
Shares 116,929 Value ($000) $4,553 Avg Close — Range —
Q1 2025
Shares 26,076 Value ($000) $1,030 Avg Close — Range —