SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 28,368 Value ($000) $4,391 Avg Close — Range —
Q3 2025
Shares 12,601 Value ($000) $1,754 Avg Close — Range —
Q2 2025
Shares 26,015 Value ($000) $3,507 Avg Close — Range —
Q1 2025
Shares 58,558 Value ($000) $8,550 Avg Close — Range —
Q4 2024
Shares 78,727 Value ($000) $10,830 Avg Close — Range —
Q3 2024
Shares 89,487 Value ($000) $13,783 Avg Close — Range —
Q2 2024
Shares 83,908 Value ($000) $12,230 Avg Close — Range —
Q1 2024
Shares 91,854 Value ($000) $13,570 Avg Close — Range —
Q4 2023
Shares 59,975 Value ($000) $8,179 Avg Close — Range —
Q3 2023
Shares 55,098 Value ($000) $7,093 Avg Close — Range —