SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 13,863 Value ($000) $759 Avg Close — Range —
Q3 2025
Shares 13,656 Value ($000) $736 Avg Close — Range —
Q2 2025
Shares 14,211 Value ($000) $744 Avg Close — Range —
Q1 2025
Shares 12,540 Value ($000) $625 Avg Close — Range —
Q4 2024
Shares 11,737 Value ($000) $567 Avg Close — Range —
Q3 2024
Shares 11,737 Value ($000) $532 Avg Close — Range —
Q2 2024
Shares 11,862 Value ($000) $488 Avg Close — Range —
Q1 2024
Shares 11,737 Value ($000) $494 Avg Close — Range —
Q4 2023
Shares 11,737 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 12,622 Value ($000) $419 Avg Close — Range —
Q2 2023
Shares 13,385 Value ($000) $451 Avg Close — Range —
Q1 2023
Shares 11,229 Value ($000) $361 Avg Close — Range —
Q4 2022
Shares 10,905 Value ($000) $373 Avg Close — Range —
Q3 2022
Shares 10,894 Value ($000) $331 Avg Close — Range —
Q2 2022
Shares 11,661 Value ($000) $366 Avg Close — Range —
Q1 2022
Shares 12,885 Value ($000) $494 Avg Close — Range —
Q1 2021
Shares 12,377 Value ($000) $421 Avg Close — Range —
Q4 2020
Shares 10,240 Value ($000) $302 Avg Close — Range —