SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 17,327 Value ($000) $740 Avg Close — Range —
Q3 2025
Shares 8,811 Value ($000) $768 Avg Close — Range —
Q2 2025
Shares 11,499 Value ($000) $939 Avg Close — Range —
Q1 2025
Shares 14,489 Value ($000) $1,142 Avg Close — Range —
Q4 2024
Shares 14,749 Value ($000) $1,116 Avg Close — Range —
Q3 2024
Shares 11,798 Value ($000) $953 Avg Close — Range —
Q2 2024
Shares 11,869 Value ($000) $809 Avg Close — Range —
Q1 2024
Shares 12,201 Value ($000) $801 Avg Close — Range —
Q4 2023
Shares 13,809 Value ($000) $875 Avg Close — Range —
Q4 2022
Shares 23,492 Value ($000) $1,656 Avg Close — Range —
Q3 2022
Shares 20,610 Value ($000) $1,350 Avg Close — Range —
Q4 2019
Shares 20,400 Value ($000) $1,318 Avg Close — Range —
Q3 2019
Shares 21,452 Value ($000) $1,389 Avg Close — Range —