SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 4,280 Value ($000) $191 Avg Close — Range —
Q3 2025
Shares 2,190 Value ($000) $196 Avg Close — Range —
Q2 2025
Shares 2,190 Value ($000) $186 Avg Close — Range —
Q1 2025
Shares 2,213 Value ($000) $207 Avg Close — Range —
Q4 2024
Shares 2,313 Value ($000) $198 Avg Close — Range —
Q3 2024
Shares 2,669 Value ($000) $234 Avg Close — Range —
Q2 2024
Shares 2,690 Value ($000) $245 Avg Close — Range —
Q1 2024
Shares 2,690 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 2,520 Value ($000) $211 Avg Close — Range —
Q3 2023
Shares 2,920 Value ($000) $264 Avg Close — Range —
Q2 2023
Shares 2,920 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 2,999 Value ($000) $248 Avg Close — Range —
Q4 2022
Shares 2,738 Value ($000) $239 Avg Close — Range —
Q3 2022
Shares 2,735 Value ($000) $197 Avg Close — Range —
Q2 2022
Shares 2,435 Value ($000) $174 Avg Close — Range —
Q1 2022
Shares 839 Value ($000) $64 Avg Close — Range —