SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025
Shares 1,880 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 2,024 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 2,024 Value ($000) $273 Avg Close — Range —
Q1 2025
Shares 2,024 Value ($000) $296 Avg Close — Range —
Q4 2024
Shares 2,024 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 2,406 Value ($000) $371 Avg Close — Range —
Q1 2024
Shares 2,503 Value ($000) $370 Avg Close — Range —
Q4 2023
Shares 2,333 Value ($000) $318 Avg Close — Range —
Q4 2022
Shares 2,625 Value ($000) $357 Avg Close — Range —
Q3 2022
Shares 2,399 Value ($000) $0 Avg Close — Range —