SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Capstone Wealth Management Group LLC's Holding History (CIK: 0002059649)

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

Q4 2025
Shares 97,927 Value ($000) $5,363 Avg Close — Range —
Q3 2025
Shares 101,924 Value ($000) $5,491 Avg Close — Range —
Q2 2025
Shares 103,023 Value ($000) $5,395 Avg Close — Range —
Q1 2025
Shares 105,260 Value ($000) $5,243 Avg Close — Range —
Q4 2024
Shares 107,694 Value ($000) $5,205 Avg Close — Range —