SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

CarsonAllaria Wealth Management, Ltd.'s Holding History (CIK: 0001900946)

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

Q2 2025
Shares 574 Value ($000) $30 Avg Close — Range —
Q1 2025
Shares 574 Value ($000) $29 Avg Close — Range —
Q4 2024
Shares 574 Value ($000) $28 Avg Close — Range —
Q3 2024
Shares 574 Value ($000) $26 Avg Close — Range —
Q1 2024
Shares 54 Value ($000) $2 Avg Close — Range —