SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 8,823 Value ($000) $377 Avg Close — Range —
Q3 2025
Shares 4,128 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 3,843 Value ($000) $314 Avg Close — Range —
Q1 2025
Shares 3,417 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 3,274 Value ($000) $248 Avg Close — Range —
Q3 2024
Shares 3,139 Value ($000) $254 Avg Close — Range —
Q2 2024
Shares 6,410 Value ($000) $437 Avg Close — Range —
Q1 2024
Shares 6,283 Value ($000) $412 Avg Close — Range —
Q4 2023
Shares 6,108 Value ($000) $387 Avg Close — Range —
Q1 2023
Shares 4,631 Value ($000) $313 Avg Close — Range —
Q4 2022
Shares 4,612 Value ($000) $325 Avg Close — Range —