SELECT SECTOR SPDR TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 7,035 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 3,518 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 3,518 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 4,334 Value ($000) $342 Avg Close — Range —
Q4 2024
Shares 4,334 Value ($000) $328 Avg Close — Range —
Q3 2024
Shares 4,616 Value ($000) $373 Avg Close — Range —
Q2 2024
Shares 4,624 Value ($000) $315 Avg Close — Range —
Q1 2024
Shares 4,792 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 4,829 Value ($000) $306 Avg Close — Range —
Q3 2023
Shares 4,929 Value ($000) $290 Avg Close — Range —
Q2 2023
Shares 4,927 Value ($000) $322 Avg Close — Range —
Q1 2023
Shares 5,095 Value ($000) $345 Avg Close — Range —
Q4 2022
Shares 5,233 Value ($000) $369 Avg Close — Range —