SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

KWB Wealth's Holding History (CIK: 0001822236)

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

Q2 2025
Shares 2,330 Value ($000) $305 Avg Close — Range —
Q1 2025
Shares 3,589 Value ($000) $473 Avg Close — Range —
Q1 2023
Shares 3,024 Value ($000) $297 Avg Close — Range —
Q4 2022
Shares 3,024 Value ($000) $297 Avg Close — Range —