SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q3 2025
Shares 4,210 Value ($000) $227 Avg Close — Range —
Q2 2025
Shares 4,213 Value ($000) $221 Avg Close — Range —
Q1 2025
Shares 4,226 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 4,807 Value ($000) $232 Avg Close — Range —