SELECT SECTOR SPDR TR

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

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 11,226 Value ($000) $453 Avg Close — Range —
Q3 2025
Shares 9,269 Value ($000) $391 Avg Close — Range —
Q2 2025
Shares 9,109 Value ($000) $377 Avg Close — Range —
Q1 2025
Shares 8,850 Value ($000) $370 Avg Close — Range —
Q4 2024
Shares 8,909 Value ($000) $358 Avg Close — Range —
Q3 2024
Shares 9,129 Value ($000) $396 Avg Close — Range —
Q2 2024
Shares 8,810 Value ($000) $338 Avg Close — Range —
Q1 2024
Shares 9,124 Value ($000) $334 Avg Close — Range —
Q3 2023
Shares 8,542 Value ($000) $296 Avg Close — Range —
Q2 2023
Shares 10,702 Value ($000) $403 Avg Close — Range —
Q1 2023
Shares 11,559 Value ($000) $428 Avg Close — Range —
Q4 2022
Shares 11,973 Value ($000) $444 Avg Close — Range —
Q3 2022
Shares 7,950 Value ($000) $281 Avg Close — Range —
Q2 2022
Shares 7,766 Value ($000) $320 Avg Close — Range —
Q1 2022
Shares 7,736 Value ($000) $381 Avg Close — Range —
Q4 2021
Shares 7,549 Value ($000) $387 Avg Close — Range —
Q3 2021
Shares 7,339 Value ($000) $326 Avg Close — Range —