SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 10,278 Value ($000) $563 Avg Close — Range —
Q3 2025
Shares 10,253 Value ($000) $552 Avg Close — Range —
Q2 2025
Shares 9,899 Value ($000) $518 Avg Close — Range —
Q1 2025
Shares 9,879 Value ($000) $492 Avg Close — Range —
Q4 2024
Shares 9,679 Value ($000) $468 Avg Close — Range —
Q3 2024
Shares 9,998 Value ($000) $453 Avg Close — Range —
Q2 2024
Shares 10,143 Value ($000) $417 Avg Close — Range —
Q1 2024
Shares 10,328 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 10,445 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 10,449 Value ($000) $347 Avg Close — Range —
Q2 2023
Shares 11,415 Value ($000) $385 Avg Close — Range —
Q1 2023
Shares 10,885 Value ($000) $350 Avg Close — Range —
Q4 2022
Shares 10,870 Value ($000) $372 Avg Close — Range —