SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 12,974 Value ($000) $580 Avg Close — Range —
Q3 2025
Shares 6,791 Value ($000) $607 Avg Close — Range —
Q2 2025
Shares 7,055 Value ($000) $598 Avg Close — Range —
Q1 2025
Shares 6,989 Value ($000) $653 Avg Close — Range —
Q4 2024
Shares 6,902 Value ($000) $639 Avg Close — Range —
Q3 2024
Shares 3,757 Value ($000) $342 Avg Close — Range —
Q2 2024
Shares 3,987 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 4,195 Value ($000) $399 Avg Close — Range —
Q3 2023
Shares 4,398 Value ($000) $397 Avg Close — Range —
Q2 2023
Shares 4,625 Value ($000) $375 Avg Close — Range —
Q1 2023
Shares 4,799 Value ($000) $408 Avg Close — Range —
Q4 2022
Shares 4,773 Value ($000) $403 Avg Close — Range —
Q3 2022
Shares 4,905 Value ($000) $404 Avg Close — Range —
Q2 2022
Shares 5,359 Value ($000) $380 Avg Close — Range —
Q1 2022
Shares 5,396 Value ($000) $416 Avg Close — Range —
Q4 2021
Shares 5,577 Value ($000) $319 Avg Close — Range —
Q3 2021
Shares 5,653 Value ($000) $294 Avg Close — Range —