SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 8,031 Value ($000) $1,246 Avg Close — Range —
Q3 2025
Shares 7,402 Value ($000) $1,142 Avg Close — Range —
Q2 2025
Shares 7,273 Value ($000) $1,073 Avg Close — Range —
Q1 2025
Shares 7,196 Value ($000) $943 Avg Close — Range —
Q4 2024
Shares 7,488 Value ($000) $1,013 Avg Close — Range —
Q3 2024
Shares 7,375 Value ($000) $999 Avg Close — Range —
Q2 2024
Shares 7,829 Value ($000) $946 Avg Close — Range —
Q1 2024
Shares 8,080 Value ($000) $986 Avg Close — Range —
Q3 2023
Shares 8,148 Value ($000) $838 Avg Close — Range —
Q2 2023
Shares 9,863 Value ($000) $1,058 Avg Close — Range —
Q1 2023
Shares 10,111 Value ($000) $1,002 Avg Close — Range —
Q4 2022
Shares 10,077 Value ($000) $992 Avg Close — Range —
Q3 2022
Shares 9,383 Value ($000) $815 Avg Close — Range —
Q2 2022
Shares 9,138 Value ($000) $803 Avg Close — Range —
Q1 2022
Shares 8,946 Value ($000) $914 Avg Close — Range —
Q4 2021
Shares 8,744 Value ($000) $918 Avg Close — Range —
Q3 2021
Shares 8,475 Value ($000) $829 Avg Close — Range —