SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 8,803 Value ($000) $1,363 Avg Close — Range —
Q3 2025
Shares 9,087 Value ($000) $1,265 Avg Close — Range —
Q2 2025
Shares 9,081 Value ($000) $1,224 Avg Close — Range —
Q1 2025
Shares 8,953 Value ($000) $1,307 Avg Close — Range —
Q4 2024
Shares 8,991 Value ($000) $1,264 Avg Close — Range —
Q3 2024
Shares 11,464 Value ($000) $1,740 Avg Close — Range —
Q2 2024
Shares 11,753 Value ($000) $1,704 Avg Close — Range —
Q1 2024
Shares 12,280 Value ($000) $1,702 Avg Close — Range —
Q4 2023
Shares 12,115 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 14,032 Value ($000) $1,841 Avg Close — Range —
Q2 2023
Shares 14,375 Value ($000) $1,908 Avg Close — Range —
Q1 2023
Shares 17,069 Value ($000) $2,235 Avg Close — Range —
Q4 2022
Shares 20,383 Value ($000) $2,761 Avg Close — Range —
Q3 2022
Shares 11,943 Value ($000) $1,496 Avg Close — Range —
Q2 2022
Shares 11,880 Value ($000) $1,553 Avg Close — Range —
Q1 2022
Shares 11,738 Value ($000) $1,621 Avg Close — Range —
Q4 2021
Shares 11,692 Value ($000) $1,630 Avg Close — Range —
Q3 2021
Shares 10,971 Value ($000) $1,397 Avg Close — Range —