SELECT SECTOR SPDR TR

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

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 17,294 Value ($000) $698 Avg Close — Range —
Q3 2025
Shares 17,135 Value ($000) $722 Avg Close — Range —
Q2 2025
Shares 21,684 Value ($000) $898 Avg Close — Range —
Q4 2024
Shares 26,353 Value ($000) $1,072 Avg Close — Range —
Q3 2024
Shares 19,215 Value ($000) $858 Avg Close — Range —
Q2 2024
Shares 18,809 Value ($000) $722 Avg Close — Range —
Q1 2024
Shares 19,159 Value ($000) $757 Avg Close — Range —
Q4 2023
Shares 22,972 Value ($000) $920 Avg Close — Range —
Q1 2022
Shares 27,486 Value ($000) $1,328 Avg Close — Range —
Q4 2021
Shares 25,384 Value ($000) $1,315 Avg Close — Range —
Q3 2021
Shares 27,196 Value ($000) $1,209 Avg Close — Range —
Q2 2021
Shares 24,398 Value ($000) $1,082 Avg Close — Range —
Q1 2021
Shares 27,196 Value ($000) $1,074 Avg Close — Range —
Q4 2019
Shares 32,596 Value ($000) $1,260 Avg Close — Range —
Q3 2019
Shares 34,257 Value ($000) $1,348 Avg Close — Range —