SELECT SECTOR SPDR TR

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

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 8,426 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 4,213 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 4,213 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 4,213 Value ($000) $332 Avg Close — Range —
Q4 2024
Shares 4,213 Value ($000) $0 Avg Close — Range —