SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 1,058 Value ($000) $82 Avg Close — Range —
Q3 2025
Shares 1,058 Value ($000) $83 Avg Close — Range —
Q2 2025
Shares 1,058 Value ($000) $86 Avg Close — Range —
Q1 2025
Shares 1,058 Value ($000) $86 Avg Close — Range —
Q2 2018
Shares 37 Value ($000) $2 Avg Close — Range —
Q1 2016
Shares 6,120 Value ($000) $325 Avg Close — Range —
Q4 2015
Shares 6,120 Value ($000) $309 Avg Close — Range —
Q3 2015
Shares 6,120 Value ($000) $289 Avg Close — Range —
Q2 2015
Shares 6,120 Value ($000) $291 Avg Close — Range —
Q1 2015
Shares 6,600 Value ($000) $322 Avg Close — Range —
Q4 2014
Shares 6,600 Value ($000) $320 Avg Close — Range —
Q3 2014
Shares 6,600 Value ($000) $298 Avg Close — Range —
Q2 2014
Shares 6,830 Value ($000) $305 Avg Close — Range —
Q1 2014
Shares 7,110 Value ($000) $306 Avg Close — Range —
Q4 2013
Shares 7,110 Value ($000) $306 Avg Close — Range —
Q3 2013
Shares 5,330 Value ($000) $212 Avg Close — Range —
Q2 2013
Shares 6,780 Value ($000) $269 Avg Close — Range —