SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 1,820 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 1,820 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 1,820 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 1,820 Value ($000) $266 Avg Close — Range —
Q4 2024
Shares 1,820 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 1,670 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 1,670 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 1,670 Value ($000) $247 Avg Close — Range —
Q4 2023
Shares 1,670 Value ($000) $228 Avg Close — Range —
Q3 2023
Shares 1,670 Value ($000) $215 Avg Close — Range —
Q2 2023
Shares 1,670 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 1,670 Value ($000) $216 Avg Close — Range —
Q4 2022
Shares 1,670 Value ($000) $227 Avg Close — Range —
Q3 2022
Shares 1,670 Value ($000) $202 Avg Close — Range —
Q2 2022
Shares 1,670 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 1,670 Value ($000) $229 Avg Close — Range —
Q4 2021
Shares 1,670 Value ($000) $235 Avg Close — Range —
Q3 2021
Shares 1,720 Value ($000) $219 Avg Close — Range —
Q2 2021
Shares 1,720 Value ($000) $217 Avg Close — Range —
Q1 2021
Shares 1,720 Value ($000) $201 Avg Close — Range —