SELECT SECTOR SPDR TR

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

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

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

Q3 2025
Shares 1,037 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 1,039 Value ($000) $226 Avg Close — Range —
Q1 2025
Shares 1,041 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 1,170 Value ($000) $262 Avg Close — Range —