SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 1,634 Value ($000) $235 Avg Close — Range —
Q2 2022
Shares 1,085 Value ($000) $137 Avg Close — Range —