SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q1 2025
Shares 3,503 Value ($000) $511 Avg Close — Range —
Q1 2023
Shares 4,509 Value ($000) $584 Avg Close — Range —
Q4 2022
Shares 26,670 Value ($000) $3,623 Avg Close — Range —
Q3 2022
Shares 23,575 Value ($000) $2,855 Avg Close — Range —
Q2 2022
Shares 21,999 Value ($000) $2,821 Avg Close — Range —
Q1 2022
Shares 11,222 Value ($000) $1,537 Avg Close — Range —
Q4 2021
Shares 1,652 Value ($000) $233 Avg Close — Range —
Q3 2021
Shares 32,429 Value ($000) $4,129 Avg Close — Range —
Q2 2021
Shares 1,652 Value ($000) $208 Avg Close — Range —
Q2 2020
Shares 56,081 Value ($000) $5,612 Avg Close — Range —