SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,328 Value ($000) $336 Avg Close — Range —
Q3 2025
Shares 4,170 Value ($000) $327 Avg Close — Range —
Q2 2025
Shares 3,977 Value ($000) $322 Avg Close — Range —
Q1 2025
Shares 3,652 Value ($000) $298 Avg Close — Range —
Q4 2024
Shares 3,612 Value ($000) $284 Avg Close — Range —
Q3 2024
Shares 3,580 Value ($000) $297 Avg Close — Range —
Q2 2024
Shares 6,314 Value ($000) $483 Avg Close — Range —
Q1 2024
Shares 6,321 Value ($000) $483 Avg Close — Range —
Q4 2023
Shares 6,242 Value ($000) $450 Avg Close — Range —
Q3 2023
Shares 5,847 Value ($000) $402 Avg Close — Range —
Q2 2023
Shares 5,726 Value ($000) $425 Avg Close — Range —
Q1 2023
Shares 5,898 Value ($000) $441 Avg Close — Range —
Q4 2022
Shares 5,889 Value ($000) $439 Avg Close — Range —