SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 5,825 Value ($000) $839 Avg Close — Range —
Q3 2025
Shares 2,911 Value ($000) $821 Avg Close — Range —
Q2 2025
Shares 4,038 Value ($000) $1,023 Avg Close — Range —
Q4 2024
Shares 4,837 Value ($000) $1,125 Avg Close — Range —
Q3 2024
Shares 4,171 Value ($000) $942 Avg Close — Range —
Q2 2024
Shares 3,799 Value ($000) $859 Avg Close — Range —
Q1 2024
Shares 3,915 Value ($000) $816 Avg Close — Range —
Q4 2023
Shares 4,850 Value ($000) $934 Avg Close — Range —
Q3 2023
Shares 12,134 Value ($000) $1,989 Avg Close — Range —
Q2 2023
Shares 12,962 Value ($000) $2,253 Avg Close — Range —
Q1 2023
Shares 12,843 Value ($000) $1,939 Avg Close — Range —
Q4 2021
Shares 7,736 Value ($000) $1,345 Avg Close — Range —
Q3 2021
Shares 8,690 Value ($000) $1,298 Avg Close — Range —
Q2 2021
Shares 7,090 Value ($000) $1,047 Avg Close — Range —
Q1 2021
Shares 7,855 Value ($000) $1,043 Avg Close — Range —
Q4 2020
Shares 9,270 Value ($000) $1,205 Avg Close — Range —
Q3 2020
Shares 9,672 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 27,558 Value ($000) $2,880 Avg Close — Range —
Q4 2019
Shares 15,787 Value ($000) $1,447 Avg Close — Range —
Q3 2019
Shares 16,609 Value ($000) $1,338 Avg Close — Range —