SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 18,167 Value ($000) $2,616 Avg Close — Range —
Q3 2025
Shares 9,120 Value ($000) $2,571 Avg Close — Range —
Q2 2025
Shares 2,674 Value ($000) $677 Avg Close — Range —
Q1 2025
Shares 2,746 Value ($000) $567 Avg Close — Range —
Q4 2024
Shares 4,763 Value ($000) $1,107 Avg Close — Range —
Q3 2024
Shares 5,028 Value ($000) $1,135 Avg Close — Range —
Q2 2024
Shares 4,460 Value ($000) $1,009 Avg Close — Range —
Q1 2024
Shares 4,363 Value ($000) $909 Avg Close — Range —
Q4 2023
Shares 2,079 Value ($000) $400 Avg Close — Range —
Q3 2023
Shares 936 Value ($000) $153 Avg Close — Range —
Q1 2022
Shares 2,570 Value ($000) $408 Avg Close — Range —