SELECT SECTOR SPDR TR

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

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 5,775 Value ($000) $690 Avg Close — Range —
Q3 2025
Shares 2,972 Value ($000) $712 Avg Close — Range —
Q2 2025
Shares 4,118 Value ($000) $895 Avg Close — Range —
Q1 2022
Shares 6,837 Value ($000) $1,265 Avg Close — Range —
Q4 2021
Shares 6,180 Value ($000) $1,263 Avg Close — Range —
Q3 2021
Shares 7,053 Value ($000) $1,266 Avg Close — Range —
Q2 2021
Shares 5,333 Value ($000) $952 Avg Close — Range —
Q1 2021
Shares 5,944 Value ($000) $999 Avg Close — Range —
Q4 2020
Shares 7,228 Value ($000) $1,162 Avg Close — Range —
Q3 2020
Shares 7,312 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 21,966 Value ($000) $2,805 Avg Close — Range —
Q4 2019
Shares 10,367 Value ($000) $1,300 Avg Close — Range —
Q3 2019
Shares 10,889 Value ($000) $1,314 Avg Close — Range —