SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 33,008 Value ($000) $3,886 Avg Close — Range —
Q3 2025
Shares 32,534 Value ($000) $3,851 Avg Close — Range —
Q2 2025
Shares 32,209 Value ($000) $3,496 Avg Close — Range —
Q1 2025
Shares 32,938 Value ($000) $3,177 Avg Close — Range —
Q2 2024
Shares 27,689 Value ($000) $2,372 Avg Close — Range —
Q1 2024
Shares 27,195 Value ($000) $2,221 Avg Close — Range —
Q4 2023
Shares 27,883 Value ($000) $2,026 Avg Close — Range —
Q3 2023
Shares 28,544 Value ($000) $1,872 Avg Close — Range —
Q2 2023
Shares 27,936 Value ($000) $1,818 Avg Close — Range —
Q1 2023
Shares 28,879 Value ($000) $1,674 Avg Close — Range —
Q4 2021
Shares 4,276 Value ($000) $332 Avg Close — Range —
Q3 2021
Shares 4,276 Value ($000) $343 Avg Close — Range —
Q2 2021
Shares 13,545 Value ($000) $1,097 Avg Close — Range —
Q1 2021
Shares 12,341 Value ($000) $905 Avg Close — Range —