1ST Source Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$303K	Buy	2,069 +140	+7%	+$21.6K	0.02%	247
2025 Q4	$299K	Buy	1,929 +408	+27%	+$61.1K	0.02%	246
2025 Q3	$212K	Buy	1,521 +19	+1%	+$2.57K	0.01%	261
2025 Q2	$202K	Buy	1,502 +2	+0.1%	+$270	0.01%	265
2025 Q1	$219K	Hold	1,500	–	–	0.01%	250
2024 Q4	$206K	Hold	1,500	–	–	0.01%	256
2024 Q3	$231K	Hold	1,500	–	–	0.01%	249
2024 Q2	$219K	Sell	1,500 -10	-0.7%	-$1.43K	0.01%	248
2024 Q1	$223K	Hold	1,510	–	–	0.01%	246
2023 Q4	$206K	Buy	+1,510	New	+$196K	0.01%	247
2020 Q4	–	Sell	-1,950	Closed	-$206K	–	244
2020 Q3	$206K	Buy	+1,950	New	+$205K	0.02%	211