SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2022
Shares 14,301 Value ($000) $489 Avg Close — Range —
Q3 2022
Shares 13,660 Value ($000) $415 Avg Close — Range —
Q2 2022
Shares 95,200 Value ($000) $2,994 Avg Close — Range —