SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 27,490 Value ($000) $3,958 Avg Close — Range —
Q3 2025
Shares 13,413 Value ($000) $3,781 Avg Close — Range —
Q2 2025
Shares 13,508 Value ($000) $3,421 Avg Close — Range —
Q2 2024
Shares 10,820 Value ($000) $2,448 Avg Close — Range —
Q1 2024
Shares 10,627 Value ($000) $2,213 Avg Close — Range —
Q4 2023
Shares 10,547 Value ($000) $2,030 Avg Close — Range —
Q3 2023
Shares 11,236 Value ($000) $1,842 Avg Close — Range —
Q2 2023
Shares 10,222 Value ($000) $1,777 Avg Close — Range —
Q1 2023
Shares 11,135 Value ($000) $1,681 Avg Close — Range —
Q4 2021
Shares 9,253 Value ($000) $1,609 Avg Close — Range —
Q3 2021
Shares 8,683 Value ($000) $1,297 Avg Close — Range —
Q2 2021
Shares 2,007 Value ($000) $296 Avg Close — Range —
Q1 2021
Shares 6,759 Value ($000) $898 Avg Close — Range —
Q4 2020
Shares 4,122 Value ($000) $536 Avg Close — Range —