ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Legend Financial Advisors, Inc.'s Holding History (CIK: 0001781948)

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

Q4 2025
Shares 48,559 Value ($000) $14,624 Avg Close — Range —
Q3 2025
Shares 52,017 Value ($000) $14,103 Avg Close — Range —
Q2 2025
Shares 56,025 Value ($000) $13,373 Avg Close — Range —
Q1 2025
Shares 55,146 Value ($000) $10,377 Avg Close — Range —
Q4 2024
Shares 50,014 Value ($000) $10,777 Avg Close — Range —
Q3 2024
Shares 50,508 Value ($000) $11,647 Avg Close — Range —
Q2 2024
Shares 51,632 Value ($000) $12,734 Avg Close — Range —
Q1 2024
Shares 54,858 Value ($000) $12,394 Avg Close — Range —
Q4 2023
Shares 18,162 Value ($000) $10,463 Avg Close — Range —
Q3 2023
Shares 18,504 Value ($000) $8,764 Avg Close — Range —
Q2 2023
Shares 18,730 Value ($000) $9,501 Avg Close — Range —
Q1 2023
Shares 21,752 Value ($000) $9,673 Avg Close — Range —
Q4 2022
Shares 21,685 Value ($000) $7,546 Avg Close — Range —
Q3 2022
Shares 21,719 Value ($000) $6,922,176 Avg Close — Range —
Q2 2022
Shares 22,372 Value ($000) $7,822 Avg Close — Range —
Q1 2022
Shares 36,512 Value ($000) $16,280 Avg Close — Range —
Q4 2021
Shares 35,124 Value ($000) $19,048 Avg Close — Range —
Q3 2021
Shares 36,512 Value ($000) $16,280 Avg Close — Range —
Q2 2021
Shares 33,799 Value ($000) $15,352 Avg Close — Range —
Q1 2021
Shares 2,743 Value ($000) $1,163 Avg Close — Range —
Q4 2020
Shares 35,994 Value ($000) $13,648 Avg Close — Range —
Q3 2020
Shares 46,453 Value ($000) $14,150 Avg Close — Range —
Q2 2020
Shares 52,660 Value ($000) $14,264 Avg Close — Range —
Q1 2020
Shares 53,218 Value ($000) $10,921 Avg Close — Range —
Q4 2019
Shares 53,289 Value ($000) $13,381 Avg Close — Range —
Q3 2019
Shares 54,708 Value ($000) $11,565 Avg Close — Range —
Q2 2019
Shares 54,517 Value ($000) $10,816 Avg Close — Range —
Q1 2019
Shares 57,736 Value ($000) $10,943 Avg Close — Range —
Q4 2018
Shares 58,302 Value ($000) $9,148 Avg Close — Range —