SELECT SECTOR SPDR TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 24,681 Value ($000) $1,917 Avg Close — Range —
Q3 2025
Shares 24,290 Value ($000) $1,904 Avg Close — Range —
Q2 2025
Shares 24,670 Value ($000) $1,998 Avg Close — Range —
Q1 2025
Shares 24,941 Value ($000) $2,037 Avg Close — Range —
Q4 2024
Shares 25,071 Value ($000) $1,971 Avg Close — Range —
Q3 2024
Shares 26,295 Value ($000) $2,182 Avg Close — Range —
Q2 2024
Shares 27,509 Value ($000) $2,107 Avg Close — Range —
Q1 2024
Shares 27,592 Value ($000) $2,107 Avg Close — Range —
Q4 2023
Shares 29,669 Value ($000) $2,137 Avg Close — Range —
Q3 2023
Shares 30,799 Value ($000) $2,119 Avg Close — Range —
Q2 2023
Shares 64,263 Value ($000) $4,766 Avg Close — Range —
Q1 2023
Shares 31,713 Value ($000) $2,369 Avg Close — Range —
Q4 2022
Shares 31,810 Value ($000) $2,371 Avg Close — Range —