SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 11,832 Value ($000) $529 Avg Close — Range —
Q3 2025
Shares 6,192 Value ($000) $553 Avg Close — Range —
Q2 2025
Shares 6,244 Value ($000) $530 Avg Close — Range —
Q1 2025
Shares 5,639 Value ($000) $527 Avg Close — Range —
Q4 2024
Shares 5,478 Value ($000) $469 Avg Close — Range —
Q3 2024
Shares 4,326 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 5,225 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 5,148 Value ($000) $486 Avg Close — Range —
Q4 2023
Shares 4,871 Value ($000) $408 Avg Close — Range —
Q3 2023
Shares 4,730 Value ($000) $428 Avg Close — Range —
Q2 2023
Shares 4,384 Value ($000) $356 Avg Close — Range —
Q1 2023
Shares 3,496 Value ($000) $290 Avg Close — Range —
Q4 2022
Shares 3,453 Value ($000) $302 Avg Close — Range —