SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Legacy Wealth Asset Management, LLC's Holding History (CIK: 0001846151)

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

Q4 2025
Shares 11,196 Value ($000) $613 Avg Close — Range —
Q3 2025
Shares 11,396 Value ($000) $614 Avg Close — Range —
Q2 2025
Shares 11,395 Value ($000) $597 Avg Close — Range —
Q1 2025
Shares 11,395 Value ($000) $568 Avg Close — Range —
Q4 2024
Shares 11,392 Value ($000) $551 Avg Close — Range —
Q3 2024
Shares 11,590 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 11,590 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 11,590 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 11,590 Value ($000) $436 Avg Close — Range —
Q3 2023
Shares 11,590 Value ($000) $384 Avg Close — Range —
Q2 2023
Shares 11,590 Value ($000) $391 Avg Close — Range —
Q1 2023
Shares 11,590 Value ($000) $373 Avg Close — Range —
Q4 2022
Shares 11,590 Value ($000) $396 Avg Close — Range —
Q3 2022
Shares 11,590 Value ($000) $352 Avg Close — Range —
Q2 2022
Shares 11,590 Value ($000) $365 Avg Close — Range —
Q1 2022
Shares 11,590 Value ($000) $444 Avg Close — Range —
Q4 2021
Shares 11,590 Value ($000) $453 Avg Close — Range —
Q3 2021
Shares 11,590 Value ($000) $435 Avg Close — Range —