SELECT SECTOR SPDR TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 56,216 Value ($000) $2,400 Avg Close — Range —
Q3 2025
Shares 28,369 Value ($000) $2,474 Avg Close — Range —
Q2 2025
Shares 28,770 Value ($000) $2,349 Avg Close — Range —
Q1 2025
Shares 28,922 Value ($000) $2,281 Avg Close — Range —
Q4 2024
Shares 28,856 Value ($000) $2,184 Avg Close — Range —
Q3 2024
Shares 29,517 Value ($000) $2,384 Avg Close — Range —
Q2 2024
Shares 29,325 Value ($000) $1,998 Avg Close — Range —
Q1 2024
Shares 30,609 Value ($000) $2,009 Avg Close — Range —
Q4 2023
Shares 32,095 Value ($000) $2,033 Avg Close — Range —
Q3 2023
Shares 34,500 Value ($000) $2,033 Avg Close — Range —
Q2 2023
Shares 37,616 Value ($000) $2,462 Avg Close — Range —