SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 6,683 Value ($000) $297 Avg Close — Range —
Q3 2025
Shares 6,683 Value ($000) $286 Avg Close — Range —
Q2 2025
Shares 6,709 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 6,709 Value ($000) $244 Avg Close — Range —
Q4 2024
Shares 6,709 Value ($000) $229 Avg Close — Range —
Q3 2024
Shares 6,709 Value ($000) $252 Avg Close — Range —
Q2 2024
Shares 7,944 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 8,445 Value ($000) $303 Avg Close — Range —
Q4 2023
Shares 8,773 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 7,758 Value ($000) $241 Avg Close — Range —
Q2 2023
Shares 7,815 Value ($000) $254 Avg Close — Range —
Q1 2023
Shares 8,295 Value ($000) $266 Avg Close — Range —
Q4 2022
Shares 8,476 Value ($000) $252 Avg Close — Range —