SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

One Charles Private Wealth Services, LLC's Holding History (CIK: 0001800938)

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

Q4 2025
Shares 7,154 Value ($000) $1,110 Avg Close — Range —
Q3 2025
Shares 8,017 Value ($000) $1,236 Avg Close — Range —
Q2 2025
Shares 7,339 Value ($000) $1,083 Avg Close — Range —
Q1 2025
Shares 4,933 Value ($000) $647 Avg Close — Range —
Q4 2024
Shares 4,978 Value ($000) $656 Avg Close — Range —
Q3 2024
Shares 5,240 Value ($000) $710 Avg Close — Range —
Q2 2024
Shares 5,448 Value ($000) $664 Avg Close — Range —
Q1 2024
Shares 4,730 Value ($000) $596 Avg Close — Range —
Q4 2023
Shares 4,613 Value ($000) $526 Avg Close — Range —
Q3 2023
Shares 2,630 Value ($000) $267 Avg Close — Range —
Q2 2023
Shares 2,952 Value ($000) $317 Avg Close — Range —
Q1 2023
Shares 2,428 Value ($000) $246 Avg Close — Range —
Q4 2022
Shares 2,133 Value ($000) $209 Avg Close — Range —
Q2 2022
Shares 4,481 Value ($000) $385 Avg Close — Range —
Q4 2021
Shares 10,427 Value ($000) $1,103 Avg Close — Range —
Q3 2021
Shares 8,998 Value ($000) $880 Avg Close — Range —
Q2 2021
Shares 7,614 Value ($000) $780 Avg Close — Range —
Q1 2021
Shares 6,051 Value ($000) $595 Avg Close — Range —
Q4 2020
Shares 2,495 Value ($000) $221 Avg Close — Range —