SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 5,418 Value ($000) $297 Avg Close — Range —
Q3 2025
Shares 5,407 Value ($000) $291 Avg Close — Range —
Q2 2025
Shares 6,278 Value ($000) $329 Avg Close — Range —
Q1 2025
Shares 6,267 Value ($000) $312 Avg Close — Range —
Q1 2024
Shares 5,916 Value ($000) $249 Avg Close — Range —
Q4 2023
Shares 7,181 Value ($000) $270 Avg Close — Range —