SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 7,562 Value ($000) $414 Avg Close — Range —
Q3 2025
Shares 7,561 Value ($000) $407 Avg Close — Range —
Q2 2025
Shares 6,651 Value ($000) $348 Avg Close — Range —
Q1 2025
Shares 6,650 Value ($000) $331 Avg Close — Range —
Q4 2024
Shares 5,199 Value ($000) $251 Avg Close — Range —
Q3 2024
Shares 5,198 Value ($000) $236 Avg Close — Range —
Q2 2024
Shares 5,197 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 5,197 Value ($000) $219 Avg Close — Range —
Q1 2022
Shares 5,451 Value ($000) $209 Avg Close — Range —
Q4 2021
Shares 5,447 Value ($000) $213 Avg Close — Range —
Q3 2021
Shares 5,442 Value ($000) $204 Avg Close — Range —