SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 18,677 Value ($000) $2,689 Avg Close — Range —
Q3 2025
Shares 9,487 Value ($000) $2,674 Avg Close — Range —
Q2 2025
Shares 9,772 Value ($000) $2,475 Avg Close — Range —
Q1 2025
Shares 9,653 Value ($000) $1,993 Avg Close — Range —
Q4 2024
Shares 9,914 Value ($000) $2,305 Avg Close — Range —
Q3 2024
Shares 14,060 Value ($000) $1,379 Avg Close — Range —
Q2 2024
Shares 10,445 Value ($000) $2,363 Avg Close — Range —
Q1 2024
Shares 10,497 Value ($000) $2,186 Avg Close — Range —
Q2 2023
Shares 11,750 Value ($000) $2,043 Avg Close — Range —
Q1 2023
Shares 1,885 Value ($000) $285 Avg Close — Range —