SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 12,519 Value ($000) $686 Avg Close — Range —
Q3 2025
Shares 12,285 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 12,281 Value ($000) $643 Avg Close — Range —
Q1 2025
Shares 12,278 Value ($000) $612 Avg Close — Range —
Q4 2024
Shares 11,598 Value ($000) $561 Avg Close — Range —
Q3 2024
Shares 11,595 Value ($000) $526 Avg Close — Range —
Q2 2024
Shares 12,393 Value ($000) $509 Avg Close — Range —
Q1 2024
Shares 12,391 Value ($000) $522 Avg Close — Range —
Q4 2023
Shares 12,389 Value ($000) $466 Avg Close — Range —
Q3 2023
Shares 12,518 Value ($000) $415 Avg Close — Range —
Q2 2023
Shares 13,243 Value ($000) $446 Avg Close — Range —
Q1 2023
Shares 13,238 Value ($000) $426 Avg Close — Range —
Q4 2022
Shares 12,858 Value ($000) $440 Avg Close — Range —
Q3 2022
Shares 14,173 Value ($000) $430 Avg Close — Range —
Q2 2022
Shares 15,043 Value ($000) $473 Avg Close — Range —
Q1 2022
Shares 14,396 Value ($000) $552 Avg Close — Range —
Q4 2021
Shares 16,472 Value ($000) $643 Avg Close — Range —
Q3 2021
Shares 17,113 Value ($000) $642 Avg Close — Range —
Q2 2021
Shares 18,002 Value ($000) $660 Avg Close — Range —
Q1 2021
Shares 24,488 Value ($000) $834 Avg Close — Range —
Q4 2020
Shares 29,610 Value ($000) $873 Avg Close — Range —