SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 1,678 Value ($000) $200 Avg Close — Range —
Q2 2024
Shares 1,485 Value ($000) $271 Avg Close — Range —
Q1 2024
Shares 1,388 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 1,340 Value ($000) $240 Avg Close — Range —
Q3 2023
Shares 1,266 Value ($000) $204 Avg Close — Range —