SELECT SECTOR SPDR TR

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

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 7,230 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 3,615 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 4,530 Value ($000) $287 Avg Close — Range —
Q3 2023
Shares 132,906 Value ($000) $7,832 Avg Close — Range —
Q2 2023
Shares 127,618 Value ($000) $8,351 Avg Close — Range —
Q1 2023
Shares 137,725 Value ($000) $9,323 Avg Close — Range —