SELECT SECTOR SPDR TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q1 2023
Shares 4,147 Value ($000) $303 Avg Close — Range —
Q3 2021
Shares 315 Value ($000) $22 Avg Close — Range —
Q2 2021
Shares 314 Value ($000) $25 Avg Close — Range —
Q1 2021
Shares 311 Value ($000) $19 Avg Close — Range —
Q4 2020
Shares 311 Value ($000) $19 Avg Close — Range —
Q3 2020
Shares 310 Value ($000) $20 Avg Close — Range —
Q2 2020
Shares 308 Value ($000) $18 Avg Close — Range —
Q1 2020
Shares 307 Value ($000) $17 Avg Close — Range —
Q4 2019
Shares 306 Value ($000) $19 Avg Close — Range —
Q3 2019
Shares 104 Value ($000) $6 Avg Close — Range —
Q2 2019
Shares 104 Value ($000) $6 Avg Close — Range —
Q1 2019
Shares 104 Value ($000) $5 Avg Close — Range —
Q4 2018
Shares 104 Value ($000) $5 Avg Close — Range —