SELECT SECTOR SPDR TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q3 2021
Shares 2,058 Value ($000) $131 Avg Close — Range —
Q2 2021
Shares 2,182 Value ($000) $138 Avg Close — Range —
Q1 2021
Shares 2,156 Value ($000) $134 Avg Close — Range —
Q4 2020
Shares 2,156 Value ($000) $134 Avg Close — Range —
Q3 2020
Shares 2,331 Value ($000) $138 Avg Close — Range —
Q2 2020
Shares 2,031 Value ($000) $115 Avg Close — Range —
Q1 2020
Shares 2,031 Value ($000) $113 Avg Close — Range —
Q4 2019
Shares 2,031 Value ($000) $131 Avg Close — Range —
Q3 2019
Shares 2,573 Value ($000) $167 Avg Close — Range —
Q2 2019
Shares 2,716 Value ($000) $162 Avg Close — Range —
Q1 2019
Shares 2,606 Value ($000) $151 Avg Close — Range —
Q4 2018
Shares 3,259 Value ($000) $172 Avg Close — Range —