SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 2,474 Value ($000) $383 Avg Close — Range —
Q3 2025
Shares 1,453 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 1,453 Value ($000) $212 Avg Close — Range —
Q4 2024
Shares 1,463 Value ($000) $201 Avg Close — Range —