SELECT SECTOR SPDR TR

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

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

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

Q4 2024
Shares 66,005 Value ($000) $2,684 Avg Close — Range —
Q3 2024
Shares 58,093 Value ($000) $2,595 Avg Close — Range —
Q4 2021
Shares 23,869 Value ($000) $1,237 Avg Close — Range —
Q3 2021
Shares 21,324 Value ($000) $948 Avg Close — Range —
Q2 2021
Shares 15,661 Value ($000) $694 Avg Close — Range —