SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Legacy Wealth Managment, LLC/ID's Holding History (CIK: 0002045082)

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

Q4 2025
Shares 133 Value ($000) $7 Avg Close Range
Q3 2025
Shares 214 Value ($000) $12 Avg Close Range
Q2 2025
Shares 50 Value ($000) $3 Avg Close Range
Q1 2025
Shares 912 Value ($000) $45 Avg Close Range
Q4 2024
Shares 50 Value ($000) $3 Avg Close Range
Q3 2024
Shares 50 Value ($000) $2 Avg Close Range