SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 184,052 Value ($000) $21,667 Avg Close — Range —
Q3 2025
Shares 171,248 Value ($000) $20,271 Avg Close — Range —
Q2 2025
Shares 196,832 Value ($000) $21,362 Avg Close — Range —
Q1 2025
Shares 207,407 Value ($000) $20,004 Avg Close — Range —
Q4 2024
Shares 254,162 Value ($000) $24,605 Avg Close — Range —
Q3 2024
Shares 122,575 Value ($000) $11,081 Avg Close — Range —
Q2 2024
Shares 160,915 Value ($000) $13,784 Avg Close — Range —
Q1 2024
Shares 95,173 Value ($000) $7,772 Avg Close — Range —
Q4 2023
Shares 85,486 Value ($000) $6,211 Avg Close — Range —
Q3 2023
Shares 85,111 Value ($000) $5,581 Avg Close — Range —
Q2 2023
Shares 83,686 Value ($000) $5,446 Avg Close — Range —
Q1 2023
Shares 84,152 Value ($000) $4,878 Avg Close — Range —
Q4 2022
Shares 58,467 Value ($000) $2,806 Avg Close — Range —
Q3 2022
Shares 57,828 Value ($000) $2,769 Avg Close — Range —
Q2 2022
Shares 72,104 Value ($000) $3,913 Avg Close — Range —
Q1 2022
Shares 74,075 Value ($000) $5,094 Avg Close — Range —
Q4 2021
Shares 82,254 Value ($000) $6,389 Avg Close — Range —
Q3 2021
Shares 81,966 Value ($000) $6,566 Avg Close — Range —
Q2 2021
Shares 78,334 Value ($000) $6,342 Avg Close — Range —
Q1 2021
Shares 79,470 Value ($000) $5,826 Avg Close — Range —
Q4 2020
Shares 67,502 Value ($000) $4,555 Avg Close — Range —
Q3 2020
Shares 66,080 Value ($000) $3,925 Avg Close — Range —
Q2 2020
Shares 56,684 Value ($000) $3,063 Avg Close — Range —
Q1 2020
Shares 73,305 Value ($000) $3,243 Avg Close — Range —
Q4 2019
Shares 18,578 Value ($000) $996 Avg Close — Range —
Q3 2019
Shares 19,829 Value ($000) $982 Avg Close — Range —
Q2 2019
Shares 7,956 Value ($000) $392 Avg Close — Range —