SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2023
Shares 10,133 Value ($000) $850 Avg Close — Range —
Q3 2023
Shares 3,511 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 3,738 Value ($000) $303 Avg Close — Range —
Q1 2023
Shares 4,499 Value ($000) $393 Avg Close — Range —
Q4 2022
Shares 4,317 Value ($000) $378 Avg Close — Range —
Q3 2022
Shares 4,580 Value ($000) $330 Avg Close — Range —
Q2 2022
Shares 8,347 Value ($000) $597 Avg Close — Range —