SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 10,078 Value ($000) $451 Avg Close — Range —
Q3 2025
Shares 5,039 Value ($000) $450 Avg Close — Range —
Q2 2025
Shares 5,085 Value ($000) $431 Avg Close — Range —
Q1 2025
Shares 5,085 Value ($000) $475 Avg Close — Range —
Q4 2024
Shares 5,085 Value ($000) $436 Avg Close — Range —
Q3 2024
Shares 5,085 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 5,085 Value ($000) $463 Avg Close — Range —
Q1 2024
Shares 5,188 Value ($000) $490 Avg Close — Range —
Q4 2023
Shares 5,039 Value ($000) $422 Avg Close — Range —
Q3 2023
Shares 5,039 Value ($000) $455 Avg Close — Range —
Q2 2023
Shares 5,039 Value ($000) $409 Avg Close — Range —
Q4 2022
Shares 5,039 Value ($000) $441 Avg Close — Range —
Q3 2022
Shares 5,039 Value ($000) $363 Avg Close — Range —
Q2 2022
Shares 5,039 Value ($000) $360 Avg Close — Range —
Q3 2018
Shares 56 Value ($000) $4 Avg Close — Range —
Q2 2018
Shares 56 Value ($000) $4 Avg Close — Range —
Q1 2018
Shares 56 Value ($000) $4 Avg Close — Range —