SELECT SECTOR SPDR TR

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

TrueWealth Advisors, LLC's Holding History (CIK: 0001817714)

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

Q4 2025
Shares 14,070 Value ($000) $601 Avg Close — Range —
Q3 2025
Shares 7,272 Value ($000) $634 Avg Close — Range —
Q2 2025
Shares 6,999 Value ($000) $572 Avg Close — Range —
Q1 2025
Shares 5,366 Value ($000) $423 Avg Close — Range —
Q4 2024
Shares 5,945 Value ($000) $450 Avg Close — Range —
Q3 2024
Shares 8,708 Value ($000) $703 Avg Close — Range —
Q2 2024
Shares 9,780 Value ($000) $666 Avg Close — Range —
Q1 2024
Shares 8,981 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 8,627 Value ($000) $546 Avg Close — Range —
Q3 2023
Shares 7,437 Value ($000) $438 Avg Close — Range —
Q2 2023
Shares 7,060 Value ($000) $462 Avg Close — Range —
Q1 2023
Shares 7,326 Value ($000) $496 Avg Close — Range —
Q4 2022
Shares 6,949 Value ($000) $490 Avg Close — Range —
Q3 2022
Shares 3,923 Value ($000) $257 Avg Close — Range —