SELECT SECTOR SPDR TR

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

Wealth Architects, LLC's Holding History (CIK: 0001611518)

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

Q4 2025
Shares 4,028 Value ($000) $481 Avg Close — Range —
Q3 2025
Shares 2,014 Value ($000) $483 Avg Close — Range —
Q2 2025
Shares 2,014 Value ($000) $438 Avg Close — Range —
Q1 2025
Shares 2,014 Value ($000) $398 Avg Close — Range —
Q4 2024
Shares 1,899 Value ($000) $426 Avg Close — Range —
Q3 2024
Shares 1,199 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 1,199 Value ($000) $219 Avg Close — Range —
Q1 2024
Shares 1,199 Value ($000) $220 Avg Close — Range —
Q4 2023
Shares 1,203 Value ($000) $215 Avg Close — Range —
Q3 2023
Shares 1,245 Value ($000) $200 Avg Close — Range —
Q1 2022
Shares 1,141 Value ($000) $211 Avg Close — Range —
Q4 2021
Shares 1,164 Value ($000) $238 Avg Close — Range —
Q3 2021
Shares 1,158 Value ($000) $208 Avg Close — Range —