UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

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

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

Q4 2025
Shares 3,810 Value ($000) $378 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 3,750 Value ($000) $313 Avg Close $88.13 Range $80.60 - $102.70
Q1 2025
Shares 1,895 Value ($000) $208 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 1,784 Value ($000) $225 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 1,764 Value ($000) $241 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 1,842 Value ($000) $252 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 1,802 Value ($000) $268 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 1,742 Value ($000) $274 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 1,705 Value ($000) $266 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 1,717 Value ($000) $308 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 1,693 Value ($000) $328 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 1,692 Value ($000) $294 Avg Close $148.03 Range $131.72 - $164.49