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Current Portfolio | WSBE 421

ETFs Symbol Price Bought Price on 3/31/2021 Gain/Loss % Rating Dividends YTD Cohen & Steers REIT and Preferred Income RNP $23.34 $24.39 5% Hold 0.12 Consumer Discretionary Select Sector SPDR XLY $116.94 $168.07 44% Hold 0.26 SPDR S&P 500 ETF Trust SPY $218.25 $396.33 82% Hold 1.28 Technology Select Sector SPDR XLK — $132.81 219% Sold — Vanguard Dividend Appreciation Index VIG $105.13 $147.08 40% Hold 0.51 Mutual Funds Symbol Price Bought Price on 3/31/2021 Gain/Loss % Rating Dividends YTD Artisan Mid Cap