SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q3 2023
Shares 20,317 Value ($000) $1,836 Avg Close — Range —
Q4 2022
Shares 18,512 Value ($000) $1,619 Avg Close — Range —
Q3 2022
Shares 22,110 Value ($000) $1,592 Avg Close — Range —