SELECT SECTOR SPDR TR

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

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 7,506 Value ($000) $583 Avg Close — Range —
Q3 2025
Shares 7,348 Value ($000) $576 Avg Close — Range —
Q2 2025
Shares 7,355 Value ($000) $596 Avg Close — Range —
Q1 2025
Shares 7,316 Value ($000) $598 Avg Close — Range —
Q4 2024
Shares 7,407 Value ($000) $565 Avg Close — Range —
Q3 2024
Shares 9,756 Value ($000) $791 Avg Close — Range —
Q2 2024
Shares 9,995 Value ($000) $770 Avg Close — Range —
Q1 2024
Shares 10,464 Value ($000) $765 Avg Close — Range —
Q4 2023
Shares 10,325 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 10,262 Value ($000) $693 Avg Close — Range —
Q2 2023
Shares 10,812 Value ($000) $802 Avg Close — Range —
Q1 2023
Shares 11,180 Value ($000) $838 Avg Close — Range —
Q4 2022
Shares 11,151 Value ($000) $828 Avg Close — Range —
Q3 2022
Shares 11,452 Value ($000) $773 Avg Close — Range —
Q2 2022
Shares 11,350 Value ($000) $827 Avg Close — Range —
Q1 2022
Shares 11,199 Value ($000) $858 Avg Close — Range —
Q4 2021
Shares 11,255 Value ($000) $868 Avg Close — Range —
Q3 2021
Shares 11,059 Value ($000) $761 Avg Close — Range —