SELECT SECTOR SPDR TR

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

Colonial River Wealth Management, LLC's Holding History (CIK: 0001845859)

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

Q4 2025
Shares 4,693 Value ($000) $200 Avg Close — Range —
Q3 2025
Shares 2,782 Value ($000) $243 Avg Close — Range —
Q2 2025
Shares 2,925 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 3,723 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 5,501 Value ($000) $416 Avg Close — Range —
Q3 2024
Shares 5,869 Value ($000) $474 Avg Close — Range —
Q2 2024
Shares 6,608 Value ($000) $450 Avg Close — Range —
Q1 2024
Shares 7,140 Value ($000) $469 Avg Close — Range —
Q4 2023
Shares 23,958 Value ($000) $1,517 Avg Close — Range —
Q3 2023
Shares 10,247 Value ($000) $604 Avg Close — Range —
Q2 2023
Shares 10,449 Value ($000) $684 Avg Close — Range —
Q1 2023
Shares 14,786 Value ($000) $1,001 Avg Close — Range —
Q4 2022
Shares 23,241 Value ($000) $1,638 Avg Close — Range —
Q3 2022
Shares 21,631 Value ($000) $1,417 Avg Close — Range —
Q2 2022
Shares 21,080 Value ($000) $1,478 Avg Close — Range —
Q1 2022
Shares 20,348 Value ($000) $1,515 Avg Close — Range —
Q4 2021
Shares 28,813 Value ($000) $2,062 Avg Close — Range —
Q2 2021
Shares 28,790 Value ($000) $1,820 Avg Close — Range —
Q1 2021
Shares 25,329 Value ($000) $1,622 Avg Close — Range —
Q4 2020
Shares 23,172 Value ($000) $1,454 Avg Close — Range —