SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 2,140 Value ($000) $91 Avg Close — Range —
Q3 2025
Shares 1,160 Value ($000) $101 Avg Close — Range —
Q2 2025
Shares 1,170 Value ($000) $96 Avg Close — Range —
Q1 2025
Shares 1,195 Value ($000) $94 Avg Close — Range —
Q4 2024
Shares 1,195 Value ($000) $90 Avg Close — Range —
Q3 2024
Shares 1,255 Value ($000) $101 Avg Close — Range —
Q2 2024
Shares 1,255 Value ($000) $86 Avg Close — Range —
Q1 2024
Shares 1,600 Value ($000) $105 Avg Close — Range —
Q4 2023
Shares 1,600 Value ($000) $101 Avg Close — Range —
Q3 2023
Shares 1,600 Value ($000) $94 Avg Close — Range —
Q2 2023
Shares 1,255 Value ($000) $82 Avg Close — Range —
Q1 2023
Shares 1,255 Value ($000) $85 Avg Close — Range —
Q4 2022
Shares 1,245 Value ($000) $88 Avg Close — Range —
Q3 2022
Shares 1,245 Value ($000) $82 Avg Close — Range —
Q2 2022
Shares 1,045 Value ($000) $73 Avg Close — Range —
Q1 2022
Shares 965 Value ($000) $72 Avg Close — Range —
Q4 2021
Shares 965 Value ($000) $69 Avg Close — Range —
Q3 2021
Shares 965 Value ($000) $62 Avg Close — Range —
Q2 2021
Shares 965 Value ($000) $61 Avg Close — Range —