SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 672 Value ($000) $28 Avg Close — Range —
Q4 2023
Shares 657 Value ($000) $22 Avg Close — Range —
Q3 2023
Shares 666 Value ($000) $22 Avg Close — Range —
Q2 2023
Shares 663 Value ($000) $22 Avg Close — Range —
Q1 2023
Shares 660 Value ($000) $21 Avg Close — Range —
Q4 2022
Shares 657 Value ($000) $22 Avg Close — Range —
Q3 2022
Shares 652 Value ($000) $20 Avg Close — Range —
Q2 2022
Shares 649 Value ($000) $20 Avg Close — Range —