SELECT SECTOR SPDR TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 25,294 Value ($000) $1,066 Avg Close — Range —
Q2 2025
Shares 25,853 Value ($000) $1,071 Avg Close — Range —
Q1 2025
Shares 29,346 Value ($000) $1,228 Avg Close — Range —
Q4 2024
Shares 32,926 Value ($000) $1,339 Avg Close — Range —
Q3 2024
Shares 28,735 Value ($000) $1,278 Avg Close — Range —
Q2 2024
Shares 6,094 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 12,195 Value ($000) $482 Avg Close — Range —