SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 5,239 Value ($000) $238 Avg Close — Range —
Q3 2025
Shares 2,913 Value ($000) $261 Avg Close — Range —
Q2 2025
Shares 2,986 Value ($000) $262 Avg Close — Range —
Q1 2025
Shares 2,983 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 2,990 Value ($000) $260 Avg Close — Range —
Q3 2024
Shares 3,691 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 3,691 Value ($000) $322 Avg Close — Range —
Q1 2024
Shares 3,643 Value ($000) $326 Avg Close — Range —
Q3 2023
Shares 3,452 Value ($000) $271 Avg Close — Range —
Q2 2023
Shares 3,539 Value ($000) $293 Avg Close — Range —
Q1 2023
Shares 3,607 Value ($000) $289 Avg Close — Range —
Q4 2022
Shares 3,562 Value ($000) $276 Avg Close — Range —
Q3 2022
Shares 3,446 Value ($000) $245 Avg Close — Range —
Q2 2022
Shares 3,329 Value ($000) $243 Avg Close — Range —
Q1 2022
Shares 3,203 Value ($000) $285 Avg Close — Range —
Q4 2021
Shares 3,153 Value ($000) $282 Avg Close — Range —
Q3 2021
Shares 3,073 Value ($000) $243 Avg Close — Range —