SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2023
Shares 2,534 Value ($000) $212 Avg Close — Range —
Q3 2023
Shares 2,534 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 2,534 Value ($000) $206 Avg Close — Range —
Q1 2023
Shares 2,534 Value ($000) $210 Avg Close — Range —
Q4 2022
Shares 3,649 Value ($000) $319 Avg Close — Range —
Q3 2022
Shares 3,825 Value ($000) $275 Avg Close — Range —
Q2 2022
Shares 3,950 Value ($000) $282 Avg Close — Range —
Q1 2022
Shares 5,235 Value ($000) $400 Avg Close — Range —
Q4 2021
Shares 7,185 Value ($000) $399 Avg Close — Range —
Q3 2021
Shares 7,385 Value ($000) $385 Avg Close — Range —
Q2 2021
Shares 7,385 Value ($000) $398 Avg Close — Range —
Q1 2021
Shares 14,425 Value ($000) $708 Avg Close — Range —