SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 6,935 Value ($000) $1,074 Avg Close — Range —
Q3 2025
Shares 7,895 Value ($000) $1,099 Avg Close — Range —
Q2 2025
Shares 10,110 Value ($000) $1,363 Avg Close — Range —
Q1 2025
Shares 10,586 Value ($000) $1,546 Avg Close — Range —
Q4 2024
Shares 11,570 Value ($000) $1,592 Avg Close — Range —
Q3 2024
Shares 12,225 Value ($000) $1,883 Avg Close — Range —
Q2 2024
Shares 82,979 Value ($000) $11,891 Avg Close — Range —
Q1 2024
Shares 78,629 Value ($000) $11,616 Avg Close — Range —
Q4 2023
Shares 77,606 Value ($000) $10,584 Avg Close — Range —
Q3 2023
Shares 77,775 Value ($000) $9,968 Avg Close — Range —
Q2 2023
Shares 70,315 Value ($000) $9,333 Avg Close — Range —
Q1 2023
Shares 67,866 Value ($000) $8,786 Avg Close — Range —
Q4 2022
Shares 65,369 Value ($000) $8,880 Avg Close — Range —
Q3 2022
Shares 57,738 Value ($000) $6,993 Avg Close — Range —
Q1 2018
Shares 4,978 Value ($000) $405 Avg Close — Range —
Q4 2017
Shares 4,550 Value ($000) $376 Avg Close — Range —