SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q1 2023
Shares 70,177 Value ($000) $2 Avg Close Range
Q4 2022
Shares 43,919 Value ($000) $2 Avg Close Range