SELECT SECTOR SPDR TR

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 171 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 171 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 171 Value ($000) $10 Avg Close — Range —
Q2 2023
Shares 171 Value ($000) $11 Avg Close — Range —
Q1 2023
Shares 171 Value ($000) $12 Avg Close — Range —
Q4 2022
Shares 171 Value ($000) $12 Avg Close — Range —
Q3 2022
Shares 171 Value ($000) $11 Avg Close — Range —
Q2 2022
Shares 171 Value ($000) $12 Avg Close — Range —