SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 8,518 Value ($000) $381 Avg Close — Range —
Q3 2025
Shares 4,179 Value ($000) $373 Avg Close — Range —
Q2 2025
Shares 4,272 Value ($000) $362 Avg Close — Range —
Q1 2025
Shares 4,368 Value ($000) $408 Avg Close — Range —
Q4 2024
Shares 4,349 Value ($000) $373 Avg Close — Range —
Q3 2024
Shares 4,308 Value ($000) $378 Avg Close — Range —
Q2 2024
Shares 4,048 Value ($000) $369 Avg Close — Range —
Q1 2023
Shares 3,322 Value ($000) $275 Avg Close — Range —
Q4 2022
Shares 3,361 Value ($000) $294 Avg Close — Range —
Q3 2022
Shares 3,294 Value ($000) $237 Avg Close — Range —
Q2 2022
Shares 3,944 Value ($000) $282 Avg Close — Range —
Q1 2022
Shares 3,768 Value ($000) $288 Avg Close — Range —