SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 670 Value ($000) $27 Avg Close — Range —
Q3 2025
Shares 670 Value ($000) $28 Avg Close — Range —
Q2 2025
Shares 670 Value ($000) $28 Avg Close — Range —
Q1 2025
Shares 670 Value ($000) $28 Avg Close — Range —
Q3 2018
Shares 41 Value ($000) $1 Avg Close — Range —
Q2 2018
Shares 41 Value ($000) $1 Avg Close — Range —