SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

LEGACY FINANCIAL GROUP, INC.'s Holding History (CIK: 0001965579)

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

Q4 2025
Shares 6,422 Value ($000) $287 Avg Close — Range —
Q3 2025
Shares 3,147 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 3,252 Value ($000) $276 Avg Close — Range —
Q1 2025
Shares 3,316 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 4,079 Value ($000) $349 Avg Close — Range —
Q3 2024
Shares 3,410 Value ($000) $302 Avg Close — Range —