SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 1,053 Value ($000) $718 Avg Close — Range —
Q3 2025
Shares 1,627 Value ($000) $1,084 Avg Close — Range —
Q2 2025
Shares 901 Value ($000) $556 Avg Close — Range —
Q1 2025
Shares 866 Value ($000) $485 Avg Close — Range —
Q4 2024
Shares 4,771 Value ($000) $2,796 Avg Close — Range —
Q3 2024
Shares 847 Value ($000) $486 Avg Close — Range —
Q2 2024
Shares 1,741 Value ($000) $948 Avg Close — Range —
Q1 2024
Shares 3,367 Value ($000) $1,761 Avg Close — Range —
Q4 2023
Shares 1,645 Value ($000) $782 Avg Close — Range —
Q3 2023
Shares 3,901 Value ($000) $1,668 Avg Close — Range —