SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q4 2025
Shares 2,110 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 2,104 Value ($000) $295 Avg Close — Range —
Q2 2025
Shares 1,481 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 1,440 Value ($000) $205 Avg Close — Range —