SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 187 Value ($000) $29 Avg Close — Range —
Q3 2025
Shares 187 Value ($000) $26 Avg Close — Range —
Q2 2025
Shares 1,143 Value ($000) $154 Avg Close — Range —
Q1 2025
Shares 1,986 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 2,724 Value ($000) $375 Avg Close — Range —
Q3 2018
Shares 26 Value ($000) $2 Avg Close — Range —
Q2 2018
Shares 51 Value ($000) $4 Avg Close — Range —
Q2 2013
Shares 8,900 Value ($000) $424 Avg Close — Range —