SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 60,719 Value ($000) $2,715 Avg Close — Range —
Q3 2025
Shares 29,032 Value ($000) $2,594 Avg Close — Range —
Q2 2025
Shares 32,432 Value ($000) $2,751 Avg Close — Range —
Q1 2025
Shares 34,268 Value ($000) $3,202 Avg Close — Range —
Q4 2024
Shares 85,932 Value ($000) $7,361 Avg Close — Range —
Q3 2024
Shares 35,913 Value ($000) $3,153 Avg Close — Range —
Q2 2024
Shares 36,046 Value ($000) $3,286 Avg Close — Range —
Q1 2024
Shares 40,510 Value ($000) $3,825 Avg Close — Range —
Q4 2023
Shares 35,078 Value ($000) $2,941 Avg Close — Range —
Q3 2023
Shares 39,244 Value ($000) $3,547 Avg Close — Range —
Q2 2023
Shares 42,017 Value ($000) $3,411 Avg Close — Range —
Q1 2023
Shares 42,967 Value ($000) $3,559 Avg Close — Range —
Q4 2022
Shares 34,658 Value ($000) $3,032 Avg Close — Range —
Q3 2022
Shares 40,326 Value ($000) $2,904 Avg Close — Range —
Q2 2022
Shares 56,026 Value ($000) $4,006 Avg Close — Range —
Q1 2022
Shares 55,145 Value ($000) $4,215 Avg Close — Range —
Q4 2021
Shares 57,582 Value ($000) $3,195 Avg Close — Range —
Q3 2021
Shares 35,850 Value ($000) $1,867 Avg Close — Range —
Q2 2021
Shares 35,215 Value ($000) $1,897 Avg Close — Range —
Q1 2021
Shares 34,895 Value ($000) $1,711 Avg Close — Range —
Q4 2020
Shares 34,515 Value ($000) $1,308 Avg Close — Range —
Q3 2020
Shares 36,217 Value ($000) $1,084 Avg Close — Range —
Q2 2020
Shares 40,479 Value ($000) $1,532 Avg Close — Range —
Q1 2020
Shares 46,505 Value ($000) $1,351 Avg Close — Range —