SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 27,116 Value ($000) $3,904 Avg Close — Range —
Q3 2025
Shares 14,311 Value ($000) $4,034 Avg Close — Range —
Q2 2025
Shares 14,017 Value ($000) $3,550 Avg Close — Range —
Q1 2025
Shares 13,668 Value ($000) $2,822 Avg Close — Range —
Q4 2024
Shares 13,998 Value ($000) $3,255 Avg Close — Range —
Q3 2024
Shares 13,983 Value ($000) $3,157 Avg Close — Range —
Q2 2024
Shares 13,883 Value ($000) $3,141 Avg Close — Range —
Q1 2024
Shares 13,647 Value ($000) $2,842 Avg Close — Range —
Q4 2023
Shares 13,630 Value ($000) $2,623 Avg Close — Range —
Q3 2023
Shares 13,621 Value ($000) $2,233 Avg Close — Range —
Q2 2023
Shares 13,571 Value ($000) $2,359 Avg Close — Range —
Q1 2023
Shares 13,536 Value ($000) $2,044 Avg Close — Range —
Q4 2022
Shares 13,905 Value ($000) $1,730 Avg Close — Range —
Q3 2022
Shares 13,978 Value ($000) $1,660 Avg Close — Range —
Q2 2022
Shares 14,380 Value ($000) $1,828 Avg Close — Range —
Q1 2022
Shares 15,039 Value ($000) $2,390 Avg Close — Range —
Q4 2021
Shares 15,378 Value ($000) $2,674 Avg Close — Range —
Q3 2021
Shares 14,984 Value ($000) $2,237 Avg Close — Range —
Q2 2021
Shares 15,055 Value ($000) $2,223 Avg Close — Range —
Q1 2021
Shares 15,106 Value ($000) $2,006 Avg Close — Range —
Q4 2020
Shares 16,246 Value ($000) $2,112 Avg Close — Range —
Q3 2020
Shares 16,487 Value ($000) $1,924 Avg Close — Range —
Q2 2020
Shares 16,114 Value ($000) $1,684 Avg Close — Range —
Q1 2020
Shares 22,000 Value ($000) $1,768 Avg Close — Range —
Q4 2019
Shares 5,004 Value ($000) $459 Avg Close — Range —