SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 3,618 Value ($000) $521 Avg Close — Range —
Q3 2025
Shares 1,822 Value ($000) $513 Avg Close — Range —
Q2 2025
Shares 1,575 Value ($000) $399 Avg Close — Range —
Q1 2025
Shares 1,579 Value ($000) $326 Avg Close — Range —
Q4 2024
Shares 1,890 Value ($000) $440 Avg Close — Range —