SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 86,450 Value ($000) $13,382 Avg Close — Range —
Q3 2025
Shares 85,317 Value ($000) $11,874 Avg Close — Range —
Q2 2025
Shares 80,922 Value ($000) $10,907 Avg Close — Range —
Q1 2025
Shares 79,820 Value ($000) $11,655 Avg Close — Range —
Q4 2024
Shares 102,514 Value ($000) $14,103 Avg Close — Range —
Q3 2024
Shares 96,029 Value ($000) $14,497 Avg Close — Range —
Q2 2024
Shares 91,472 Value ($000) $13,526 Avg Close — Range —
Q1 2024
Shares 96,054 Value ($000) $13,297 Avg Close — Range —
Q4 2023
Shares 97,212 Value ($000) $13,258 Avg Close — Range —