SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 2,894 Value ($000) $346 Avg Close — Range —
Q3 2025
Shares 1,387 Value ($000) $332 Avg Close — Range —
Q2 2025
Shares 1,387 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 1,486 Value ($000) $293 Avg Close — Range —
Q4 2024
Shares 1,486 Value ($000) $333 Avg Close — Range —
Q3 2024
Shares 1,387 Value ($000) $278 Avg Close — Range —
Q2 2024
Shares 1,223 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 1,387 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 1,387 Value ($000) $248 Avg Close — Range —
Q2 2023
Shares 1,227 Value ($000) $208 Avg Close — Range —
Q1 2023
Shares 1,357 Value ($000) $203 Avg Close — Range —