SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q1 2025
Shares 21,392 Value ($000) $1,066 Avg Close — Range —
Q4 2024
Shares 24,524 Value ($000) $1,185 Avg Close — Range —
Q3 2024
Shares 20,529 Value ($000) $930 Avg Close — Range —
Q2 2024
Shares 19,234 Value ($000) $791 Avg Close — Range —
Q1 2024
Shares 19,663 Value ($000) $828 Avg Close — Range —
Q4 2023
Shares 23,896 Value ($000) $899 Avg Close — Range —
Q4 2022
Shares 60,078 Value ($000) $2,055 Avg Close — Range —
Q3 2022
Shares 14,931 Value ($000) $453 Avg Close — Range —
Q2 2022
Shares 13,934 Value ($000) $438 Avg Close — Range —
Q1 2022
Shares 12,781 Value ($000) $490 Avg Close — Range —
Q4 2021
Shares 39,209 Value ($000) $1,531 Avg Close — Range —
Q3 2021
Shares 43,673 Value ($000) $1,639 Avg Close — Range —
Q2 2021
Shares 39,448 Value ($000) $1,447 Avg Close — Range —
Q1 2021
Shares 34,765 Value ($000) $1,184 Avg Close — Range —
Q4 2020
Shares 43,698 Value ($000) $1,288 Avg Close — Range —
Q3 2020
Shares 44,249 Value ($000) $1 Avg Close — Range —
Q4 2019
Shares 44,345 Value ($000) $1,365 Avg Close — Range —
Q3 2019
Shares 46,588 Value ($000) $1,304 Avg Close — Range —