SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

HTG Investment Advisors, Inc.'s Holding History (CIK: 0001963875)

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

Q4 2025
Shares 1,438 Value ($000) $223 Avg Close — Range —
Q3 2025
Shares 1,438 Value ($000) $200 Avg Close — Range —
Q1 2025
Shares 1,438 Value ($000) $210 Avg Close — Range —
Q3 2024
Shares 1,448 Value ($000) $223 Avg Close — Range —
Q2 2024
Shares 1,438 Value ($000) $210 Avg Close — Range —
Q1 2024
Shares 1,450 Value ($000) $214 Avg Close — Range —