SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

KWB Wealth's Holding History (CIK: 0001822236)

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

Q1 2025
Shares 6,724 Value ($000) $325 Avg Close — Range —
Q4 2024
Shares 8,224 Value ($000) $373 Avg Close — Range —
Q3 2024
Shares 10,969 Value ($000) $451 Avg Close — Range —
Q2 2024
Shares 10,695 Value ($000) $450 Avg Close — Range —
Q1 2024
Shares 10,695 Value ($000) $450 Avg Close — Range —
Q4 2023
Shares 10,436 Value ($000) $392 Avg Close — Range —
Q3 2023
Shares 8,591 Value ($000) $290 Avg Close — Range —
Q2 2023
Shares 9,133 Value ($000) $308 Avg Close — Range —