SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q3 2025
Shares 70,549 Value ($000) $9,818 Avg Close — Range —
Q3 2023
Shares 31,720 Value ($000) $4,084 Avg Close — Range —
Q4 2021
Shares 50,627 Value ($000) $6,533 Avg Close — Range —