SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Lionsbridge Wealth Management LLC's Holding History (CIK: 0001800533)

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

Q4 2025
Shares 59,938 Value ($000) $3,283 Avg Close — Range —
Q3 2025
Shares 60,082 Value ($000) $3,237 Avg Close — Range —
Q2 2025
Shares 59,015 Value ($000) $3,091 Avg Close — Range —
Q1 2025
Shares 60,345 Value ($000) $3,006 Avg Close — Range —
Q4 2024
Shares 73,952 Value ($000) $3,574 Avg Close — Range —
Q3 2024
Shares 79,519 Value ($000) $3,604 Avg Close — Range —
Q2 2024
Shares 63,314 Value ($000) $2,603 Avg Close — Range —
Q1 2024
Shares 63,886 Value ($000) $2,691 Avg Close — Range —
Q4 2023
Shares 94,370 Value ($000) $3,548 Avg Close — Range —
Q3 2023
Shares 63,790 Value ($000) $2,116 Avg Close — Range —
Q2 2023
Shares 63,119 Value ($000) $2,128 Avg Close — Range —
Q1 2023
Shares 66,075 Value ($000) $2,124 Avg Close — Range —
Q4 2022
Shares 66,716 Value ($000) $2,282 Avg Close — Range —
Q3 2022
Shares 36,269 Value ($000) $1,101 Avg Close — Range —
Q2 2022
Shares 36,169 Value ($000) $1,137 Avg Close — Range —
Q1 2022
Shares 38,730 Value ($000) $1,484 Avg Close — Range —
Q4 2021
Shares 39,972 Value ($000) $1,560 Avg Close — Range —
Q3 2021
Shares 41,244 Value ($000) $1,547 Avg Close — Range —
Q2 2021
Shares 41,447 Value ($000) $1,520 Avg Close — Range —
Q1 2021
Shares 42,448 Value ($000) $1,445 Avg Close — Range —