SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q1 2023
Shares 315 Value ($000) $10 Avg Close — Range —
Q4 2022
Shares 565 Value ($000) $19 Avg Close — Range —
Q2 2018
Shares 60 Value ($000) $2 Avg Close — Range —
Q2 2015
Shares 5,000 Value ($000) $122 Avg Close — Range —
Q2 2013
Shares 66,190 Value ($000) $1,287 Avg Close — Range —