SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 7,209 Value ($000) $1,116 Avg Close — Range —
Q3 2025
Shares 5,513 Value ($000) $767 Avg Close — Range —
Q2 2025
Shares 5,996 Value ($000) $808 Avg Close — Range —
Q1 2025
Shares 6,160 Value ($000) $899 Avg Close — Range —
Q4 2024
Shares 6,340 Value ($000) $872 Avg Close — Range —
Q3 2024
Shares 7,116 Value ($000) $1,096 Avg Close — Range —
Q2 2024
Shares 6,332 Value ($000) $923 Avg Close — Range —
Q1 2024
Shares 5,701 Value ($000) $842 Avg Close — Range —
Q4 2023
Shares 5,703 Value ($000) $778 Avg Close — Range —
Q3 2023
Shares 5,587 Value ($000) $719 Avg Close — Range —
Q2 2023
Shares 5,794 Value ($000) $769 Avg Close — Range —
Q1 2023
Shares 6,212 Value ($000) $804 Avg Close — Range —
Q4 2022
Shares 6,265 Value ($000) $851 Avg Close — Range —