SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 2,583 Value ($000) $400 Avg Close — Range —
Q3 2025
Shares 2,524 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 2,441 Value ($000) $329 Avg Close — Range —
Q1 2025
Shares 2,210 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 2,209 Value ($000) $304 Avg Close — Range —
Q3 2024
Shares 2,202 Value ($000) $339 Avg Close — Range —
Q2 2024
Shares 4,003 Value ($000) $583 Avg Close — Range —
Q1 2024
Shares 4,318 Value ($000) $638 Avg Close — Range —
Q4 2023
Shares 4,321 Value ($000) $589 Avg Close — Range —
Q3 2023
Shares 4,363 Value ($000) $562 Avg Close — Range —
Q2 2023
Shares 4,697 Value ($000) $623 Avg Close — Range —
Q1 2023
Shares 5,584 Value ($000) $723 Avg Close — Range —
Q4 2022
Shares 5,628 Value ($000) $765 Avg Close — Range —