INVESCO EXCHANGE TRADED FD T

Ticker: XSMO CUSIP: 46137V498 Class: S&P SMLCP MOMENT

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

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

Q4 2025
Shares 21,778 Value ($000) $1,568 Avg Close — Range —
Q3 2025
Shares 22,325 Value ($000) $1,642 Avg Close — Range —
Q2 2025
Shares 21,848 Value ($000) $1,486 Avg Close — Range —
Q1 2025
Shares 22,611 Value ($000) $1,419 Avg Close — Range —
Q4 2024
Shares 21,527 Value ($000) $1,423 Avg Close — Range —
Q3 2024
Shares 21,266 Value ($000) $1,408 Avg Close — Range —
Q2 2024
Shares 22,872 Value ($000) $1,373 Avg Close — Range —
Q1 2024
Shares 22,931 Value ($000) $1,383 Avg Close — Range —
Q4 2023
Shares 22,899 Value ($000) $1,297 Avg Close — Range —
Q3 2023
Shares 22,717 Value ($000) $1,102 Avg Close — Range —
Q2 2023
Shares 23,993 Value ($000) $1,163 Avg Close — Range —
Q1 2023
Shares 21,288 Value ($000) $986 Avg Close — Range —
Q4 2022
Shares 20,765 Value ($000) $979 Avg Close — Range —