SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2023
Shares 2,626 Value ($000) $358 Avg Close — Range —
Q1 2023
Shares 2,273 Value ($000) $309 Avg Close — Range —
Q4 2022
Shares 2,273 Value ($000) $309 Avg Close — Range —
Q3 2022
Shares 2,039 Value ($000) $247 Avg Close — Range —
Q2 2022
Shares 1,674 Value ($000) $215 Avg Close — Range —