SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 27,944 Value ($000) $1,530 Avg Close — Range —
Q3 2025
Shares 30,392 Value ($000) $1,637 Avg Close — Range —
Q2 2025
Shares 30,895 Value ($000) $1,618 Avg Close — Range —
Q1 2025
Shares 30,982 Value ($000) $1,543 Avg Close — Range —
Q4 2024
Shares 30,753 Value ($000) $1,522 Avg Close — Range —
Q3 2024
Shares 27,182 Value ($000) $1,233 Avg Close — Range —
Q2 2024
Shares 27,545 Value ($000) $1,150 Avg Close — Range —
Q1 2024
Shares 28,646 Value ($000) $1,142 Avg Close — Range —
Q4 2023
Shares 28,852 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 28,903 Value ($000) $970 Avg Close — Range —
Q2 2023
Shares 30,051 Value ($000) $1,013 Avg Close — Range —
Q1 2023
Shares 33,003 Value ($000) $1,053 Avg Close — Range —
Q4 2022
Shares 32,680 Value ($000) $1,122 Avg Close — Range —
Q3 2022
Shares 28,678 Value ($000) $907 Avg Close — Range —
Q2 2022
Shares 28,395 Value ($000) $911 Avg Close — Range —
Q1 2022
Shares 27,441 Value ($000) $1,049 Avg Close — Range —
Q4 2021
Shares 26,387 Value ($000) $1,043 Avg Close — Range —
Q3 2021
Shares 25,326 Value ($000) $950 Avg Close — Range —