INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Legacy Wealth Management, LLC / MS's Holding History (CIK: 0002047443)

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

Q4 2025
Shares 6,563 Value ($000) $1,257 Avg Close — Range —
Q3 2025
Shares 5,716 Value ($000) $1,084 Avg Close — Range —
Q2 2025
Shares 6,052 Value ($000) $1,100 Avg Close — Range —
Q1 2025
Shares 7,061 Value ($000) $1,223 Avg Close — Range —
Q4 2024
Shares 5,426 Value ($000) $951 Avg Close — Range —
Q3 2024
Shares 5,146 Value ($000) $922 Avg Close — Range —
Q2 2024
Shares 1,410 Value ($000) $232 Avg Close — Range —