SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 14 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 76 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 62 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 63 Value ($000) $9 Avg Close — Range —
Q4 2024
Shares 73 Value ($000) $10 Avg Close — Range —
Q3 2024
Shares 265 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 90 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 106 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 73 Value ($000) $10 Avg Close — Range —
Q3 2023
Shares 149 Value ($000) $19 Avg Close — Range —
Q2 2023
Shares 158 Value ($000) $21 Avg Close — Range —
Q1 2023
Shares 10 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 10 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 10 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 10 Value ($000) $1 Avg Close — Range —