SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 1,842 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 1,120 Value ($000) $316 Avg Close — Range —
Q2 2025
Shares 918 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 967 Value ($000) $225 Avg Close — Range —
Q3 2024
Shares 2,264 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 2,875 Value ($000) $650 Avg Close — Range —
Q1 2024
Shares 2,870 Value ($000) $598 Avg Close — Range —
Q4 2023
Shares 2,865 Value ($000) $552 Avg Close — Range —
Q3 2023
Shares 2,859 Value ($000) $469 Avg Close — Range —
Q2 2023
Shares 2,853 Value ($000) $496 Avg Close — Range —
Q1 2023
Shares 2,847 Value ($000) $430 Avg Close — Range —
Q4 2022
Shares 2,811 Value ($000) $350 Avg Close — Range —
Q3 2022
Shares 2,803 Value ($000) $333 Avg Close — Range —
Q2 2022
Shares 2,774 Value ($000) $353 Avg Close — Range —
Q1 2022
Shares 2,767 Value ($000) $440 Avg Close — Range —