SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Destination Wealth Management's Holding History (CIK: 0001278573)

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

Q4 2025
Shares 9,831 Value ($000) $538 Avg Close — Range —
Q3 2025
Shares 9,524 Value ($000) $513 Avg Close — Range —
Q2 2025
Shares 9,661 Value ($000) $506 Avg Close — Range —
Q1 2025
Shares 9,594 Value ($000) $478 Avg Close — Range —
Q4 2024
Shares 10,066 Value ($000) $486 Avg Close — Range —
Q3 2024
Shares 9,812 Value ($000) $445 Avg Close — Range —
Q1 2024
Shares 5,149 Value ($000) $217 Avg Close — Range —
Q1 2023
Shares 11,024 Value ($000) $354 Avg Close — Range —
Q4 2022
Shares 10,920 Value ($000) $373 Avg Close — Range —
Q3 2022
Shares 10,629 Value ($000) $323 Avg Close — Range —
Q2 2022
Shares 6,804 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 10,380 Value ($000) $398 Avg Close — Range —
Q4 2021
Shares 9,442 Value ($000) $369 Avg Close — Range —
Q1 2019
Shares 1,164 Value ($000) $30 Avg Close — Range —
Q4 2018
Shares 93 Value ($000) $2 Avg Close — Range —
Q3 2018
Shares 2,089 Value ($000) $58 Avg Close — Range —
Q2 2018
Shares 1,498 Value ($000) $40 Avg Close — Range —
Q1 2018
Shares 3,179 Value ($000) $88 Avg Close — Range —
Q1 2017
Shares 10,052 Value ($000) $239 Avg Close — Range —