SELECT SECTOR SPDR TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q2 2023
Shares 10,841 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 33,274 Value ($000) $2 Avg Close — Range —