SELECT SECTOR SPDR TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q2 2025
Shares 3,276 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 5,057 Value ($000) $383 Avg Close — Range —
Q4 2024
Shares 6,422 Value ($000) $519 Avg Close — Range —