SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 3,625 Value ($000) $522 Avg Close — Range —
Q3 2025
Shares 2,663 Value ($000) $750 Avg Close — Range —
Q2 2025
Shares 2,525 Value ($000) $639 Avg Close — Range —
Q1 2025
Shares 2,487 Value ($000) $514 Avg Close — Range —
Q4 2024
Shares 2,485 Value ($000) $578 Avg Close — Range —
Q3 2024
Shares 2,483 Value ($000) $561 Avg Close — Range —
Q2 2024
Shares 2,511 Value ($000) $568 Avg Close — Range —
Q1 2024
Shares 2,514 Value ($000) $524 Avg Close — Range —
Q4 2023
Shares 2,571 Value ($000) $495 Avg Close — Range —
Q3 2023
Shares 2,611 Value ($000) $428 Avg Close — Range —
Q2 2023
Shares 2,981 Value ($000) $518 Avg Close — Range —
Q1 2023
Shares 3,646 Value ($000) $551 Avg Close — Range —
Q4 2022
Shares 4,149 Value ($000) $516 Avg Close — Range —