SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 3,900 Value ($000) $466 Avg Close — Range —
Q3 2025
Shares 1,950 Value ($000) $467 Avg Close — Range —
Q2 2025
Shares 1,950 Value ($000) $424 Avg Close — Range —
Q1 2025
Shares 1,950 Value ($000) $385 Avg Close — Range —
Q4 2024
Shares 1,950 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 2,101 Value ($000) $421 Avg Close — Range —
Q2 2024
Shares 2,101 Value ($000) $395 Avg Close — Range —
Q1 2024
Shares 2,101 Value ($000) $386 Avg Close — Range —
Q4 2023
Shares 2,031 Value ($000) $363 Avg Close — Range —