SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025
Shares 16,826 Value ($000) $922 Avg Close — Range —
Q3 2025
Shares 17,030 Value ($000) $917 Avg Close — Range —
Q2 2025
Shares 17,038 Value ($000) $892 Avg Close — Range —
Q1 2025
Shares 10,966 Value ($000) $546 Avg Close — Range —
Q4 2024
Shares 7,368 Value ($000) $356 Avg Close — Range —
Q3 2024
Shares 7,848 Value ($000) $356 Avg Close — Range —
Q1 2024
Shares 8,352 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 8,352 Value ($000) $314 Avg Close — Range —
Q4 2022
Shares 10,134 Value ($000) $347 Avg Close — Range —
Q3 2022
Shares 9,441 Value ($000) $0 Avg Close — Range —