SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Cornerstone Wealth Group, LLC's Holding History (CIK: 0001774879)

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

Q2 2025
Shares 90,890 Value ($000) $7,422 Avg Close — Range —
Q1 2025
Shares 96,101 Value ($000) $7,578 Avg Close — Range —
Q3 2024
Shares 64,991 Value ($000) $5,250 Avg Close — Range —
Q2 2024
Shares 132,535 Value ($000) $9,031 Avg Close — Range —
Q4 2023
Shares 196,253 Value ($000) $12,429 Avg Close — Range —
Q1 2023
Shares 53,058 Value ($000) $3,592 Avg Close — Range —
Q4 2021
Shares 132,591 Value ($000) $9,491 Avg Close — Range —
Q3 2021
Shares 9,582 Value ($000) $612 Avg Close — Range —
Q2 2021
Shares 9,557 Value ($000) $623 Avg Close — Range —