SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 2,290 Value ($000) $330 Avg Close — Range —
Q3 2025
Shares 1,121 Value ($000) $316 Avg Close — Range —
Q2 2025
Shares 1,218 Value ($000) $308 Avg Close — Range —
Q1 2025
Shares 1,166 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 1,092 Value ($000) $253 Avg Close — Range —
Q3 2024
Shares 1,092 Value ($000) $247 Avg Close — Range —
Q2 2024
Shares 1,094 Value ($000) $254 Avg Close — Range —
Q1 2024
Shares 1,094 Value ($000) $228 Avg Close — Range —
Q2 2018
Shares 6,598 Value ($000) $458 Avg Close — Range —
Q1 2018
Shares 7,004 Value ($000) $458 Avg Close — Range —
Q4 2017
Shares 10,723 Value ($000) $686 Avg Close — Range —