SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

KWB Wealth's Holding History (CIK: 0001822236)

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

Q3 2025
Shares 1,864 Value ($000) $202 Avg Close — Range —
Q2 2025
Shares 3,960 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 6,571 Value ($000) $636 Avg Close — Range —
Q4 2024
Shares 8,178 Value ($000) $739 Avg Close — Range —
Q3 2024
Shares 11,021 Value ($000) $944 Avg Close — Range —
Q2 2024
Shares 10,767 Value ($000) $879 Avg Close — Range —
Q1 2024
Shares 10,767 Value ($000) $879 Avg Close — Range —
Q4 2023
Shares 10,177 Value ($000) $739 Avg Close — Range —
Q3 2023
Shares 9,270 Value ($000) $603 Avg Close — Range —
Q2 2023
Shares 9,859 Value ($000) $642 Avg Close — Range —