SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 6,264 Value ($000) $970 Avg Close — Range —
Q3 2025
Shares 6,355 Value ($000) $884 Avg Close — Range —
Q1 2025
Shares 7,781 Value ($000) $1,136 Avg Close — Range —
Q3 2024
Shares 6,102 Value ($000) $940 Avg Close — Range —
Q2 2024
Shares 5,647 Value ($000) $823 Avg Close — Range —
Q1 2024
Shares 5,788 Value ($000) $855 Avg Close — Range —
Q4 2023
Shares 7,026 Value ($000) $958 Avg Close — Range —
Q4 2022
Shares 11,328 Value ($000) $1,539 Avg Close — Range —
Q1 2022
Shares 9,495 Value ($000) $1,301 Avg Close — Range —
Q4 2021
Shares 8,985 Value ($000) $1,266 Avg Close — Range —
Q3 2021
Shares 9,737 Value ($000) $1,240 Avg Close — Range —
Q2 2021
Shares 7,725 Value ($000) $973 Avg Close — Range —
Q1 2021
Shares 8,609 Value ($000) $1,005 Avg Close — Range —
Q4 2020
Shares 10,263 Value ($000) $1,164 Avg Close — Range —
Q3 2020
Shares 10,497 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 28,052 Value ($000) $2,807 Avg Close — Range —