AMERICAN CENTY ETF TR

Ticker: TAXF CUSIP: 025072505 Class: DIVERSIFIED MU

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 9,384 Value ($000) $473 Avg Close — Range —
Q3 2025
Shares 9,547 Value ($000) $480 Avg Close — Range —
Q2 2025
Shares 10,490 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 10,579 Value ($000) $523 Avg Close — Range —
Q4 2024
Shares 10,875 Value ($000) $545 Avg Close — Range —
Q3 2024
Shares 11,104 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 11,020 Value ($000) $555 Avg Close — Range —
Q1 2024
Shares 13,513 Value ($000) $683 Avg Close — Range —
Q4 2023
Shares 13,452 Value ($000) $685 Avg Close — Range —
Q3 2023
Shares 13,328 Value ($000) $639 Avg Close — Range —
Q2 2023
Shares 13,562 Value ($000) $678 Avg Close — Range —
Q1 2023
Shares 13,546 Value ($000) $682 Avg Close — Range —
Q4 2022
Shares 14,198 Value ($000) $695 Avg Close — Range —