SELECT SECTOR SPDR TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 9,210 Value ($000) $1,100 Avg Close — Range —
Q3 2025
Shares 4,659 Value ($000) $1,116 Avg Close — Range —
Q2 2025
Shares 4,724 Value ($000) $1,027 Avg Close — Range —
Q1 2025
Shares 4,735 Value ($000) $935 Avg Close — Range —
Q4 2024
Shares 4,861 Value ($000) $1,091 Avg Close — Range —
Q2 2024
Shares 5,142 Value ($000) $938 Avg Close — Range —
Q1 2024
Shares 5,178 Value ($000) $952 Avg Close — Range —
Q2 2023
Shares 5,289 Value ($000) $898 Avg Close — Range —