SELECT SECTOR SPDR TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 510 Value ($000) $40 Avg Close — Range —
Q2 2023
Shares 6,818 Value ($000) $506 Avg Close — Range —
Q4 2019
Shares 7,021 Value ($000) $442 Avg Close — Range —