SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 44,586 Value ($000) $2,442 Avg Close — Range —
Q3 2025
Shares 44,827 Value ($000) $2,415 Avg Close — Range —
Q2 2025
Shares 50,170 Value ($000) $2,627 Avg Close — Range —
Q1 2025
Shares 19,687 Value ($000) $981 Avg Close — Range —
Q4 2024
Shares 17,068 Value ($000) $825 Avg Close — Range —
Q3 2024
Shares 17,068 Value ($000) $774 Avg Close — Range —
Q2 2024
Shares 17,363 Value ($000) $714 Avg Close — Range —
Q1 2024
Shares 17,663 Value ($000) $744 Avg Close — Range —
Q4 2023
Shares 20,933 Value ($000) $787 Avg Close — Range —
Q3 2023
Shares 19,892 Value ($000) $660 Avg Close — Range —
Q2 2023
Shares 19,684 Value ($000) $664 Avg Close — Range —
Q1 2023
Shares 17,377 Value ($000) $559 Avg Close — Range —
Q4 2022
Shares 17,377 Value ($000) $594 Avg Close — Range —