SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 24,772 Value ($000) $3,566 Avg Close — Range —
Q3 2025
Shares 13,263 Value ($000) $3,738 Avg Close — Range —
Q2 2025
Shares 13,371 Value ($000) $3,386 Avg Close — Range —
Q1 2025
Shares 13,460 Value ($000) $2,779 Avg Close — Range —
Q4 2024
Shares 13,601 Value ($000) $3,159 Avg Close — Range —
Q3 2024
Shares 16,083 Value ($000) $3,666 Avg Close — Range —
Q2 2024
Shares 16,729 Value ($000) $3,919 Avg Close — Range —
Q1 2024
Shares 16,986 Value ($000) $3,423 Avg Close — Range —
Q4 2023
Shares 17,413 Value ($000) $10 Avg Close — Range —
Q3 2023
Shares 17,853 Value ($000) $3,039 Avg Close — Range —
Q2 2023
Shares 18,905 Value ($000) $3,287 Avg Close — Range —
Q1 2023
Shares 19,367 Value ($000) $2,904 Avg Close — Range —
Q4 2022
Shares 19,231 Value ($000) $2,370 Avg Close — Range —
Q3 2022
Shares 17,457 Value ($000) $2,199 Avg Close — Range —
Q2 2022
Shares 17,045 Value ($000) $2,265 Avg Close — Range —
Q1 2022
Shares 16,543 Value ($000) $2,621 Avg Close — Range —
Q4 2021
Shares 16,432 Value ($000) $2,884 Avg Close — Range —
Q3 2021
Shares 16,079 Value ($000) $2,401 Avg Close — Range —