ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 2,240 Value ($000) $445 Avg Close — Range —
Q3 2025
Shares 2,240 Value ($000) $436 Avg Close — Range —
Q2 2025
Shares 2,283 Value ($000) $417 Avg Close — Range —
Q1 2025
Shares 2,393 Value ($000) $409 Avg Close — Range —
Q4 2024
Shares 2,393 Value ($000) $426 Avg Close — Range —
Q3 2024
Shares 2,393 Value ($000) $429 Avg Close — Range —
Q2 2024
Shares 2,873 Value ($000) $491 Avg Close — Range —
Q1 2024
Shares 3,115 Value ($000) $512 Avg Close — Range —
Q4 2023
Shares 3,153 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 3,530 Value ($000) $465 Avg Close — Range —
Q2 2023
Shares 6,351 Value ($000) $857 Avg Close — Range —
Q1 2023
Shares 14,386 Value ($000) $1,785 Avg Close — Range —
Q4 2022
Shares 14,399 Value ($000) $1,637 Avg Close — Range —