SELECT SECTOR SPDR TR

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

Lionsbridge Wealth Management LLC's Holding History (CIK: 0001800533)

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

Q4 2025
Shares 38,056 Value ($000) $1,625 Avg Close — Range —
Q3 2025
Shares 19,063 Value ($000) $1,662 Avg Close — Range —
Q2 2025
Shares 18,652 Value ($000) $1,523 Avg Close — Range —
Q1 2025
Shares 42,052 Value ($000) $3,243 Avg Close — Range —
Q4 2024
Shares 22,933 Value ($000) $1,736 Avg Close — Range —
Q3 2024
Shares 24,763 Value ($000) $2,000 Avg Close — Range —
Q2 2024
Shares 25,101 Value ($000) $1,710 Avg Close — Range —
Q4 2019
Shares 209 Value ($000) $13 Avg Close — Range —