SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 11,312 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 5,165 Value ($000) $461 Avg Close — Range —
Q2 2025
Shares 6,002 Value ($000) $509 Avg Close — Range —
Q1 2025
Shares 5,897 Value ($000) $551 Avg Close — Range —
Q4 2024
Shares 5,880 Value ($000) $504 Avg Close — Range —
Q3 2024
Shares 9,047 Value ($000) $794 Avg Close — Range —
Q2 2024
Shares 5,376 Value ($000) $490 Avg Close — Range —
Q4 2023
Shares 4,751 Value ($000) $398 Avg Close — Range —
Q3 2023
Shares 7,026 Value ($000) $635 Avg Close — Range —
Q2 2023
Shares 23,640 Value ($000) $1,919 Avg Close — Range —
Q1 2023
Shares 63,740 Value ($000) $5,280 Avg Close — Range —
Q4 2022
Shares 71,028 Value ($000) $6,213 Avg Close — Range —
Q3 2022
Shares 72,949 Value ($000) $5,254 Avg Close — Range —
Q2 2022
Shares 74,096 Value ($000) $5,299 Avg Close — Range —
Q1 2022
Shares 77,266 Value ($000) $5,906 Avg Close — Range —