SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Legacy Capital Group California, Inc.'s Holding History (CIK: 0001977092)

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

Q4 2025
Shares 22,653 Value ($000) $1,241 Avg Close — Range —
Q3 2025
Shares 21,485 Value ($000) $1,157 Avg Close — Range —
Q2 2025
Shares 20,373 Value ($000) $1,067 Avg Close — Range —
Q1 2025
Shares 18,295 Value ($000) $911 Avg Close — Range —
Q4 2024
Shares 14,020 Value ($000) $678 Avg Close — Range —
Q3 2024
Shares 11,075 Value ($000) $502 Avg Close — Range —
Q2 2024
Shares 8,444 Value ($000) $347 Avg Close — Range —