SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 3,161 Value ($000) $455 Avg Close — Range —
Q3 2025
Shares 1,668 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 1,692 Value ($000) $428 Avg Close — Range —
Q1 2025
Shares 1,850 Value ($000) $382 Avg Close — Range —
Q4 2024
Shares 2,401 Value ($000) $558 Avg Close — Range —
Q3 2024
Shares 1,340 Value ($000) $298 Avg Close — Range —
Q2 2024
Shares 1,355 Value ($000) $307 Avg Close — Range —
Q1 2024
Shares 1,363 Value ($000) $284 Avg Close — Range —
Q4 2023
Shares 1,363 Value ($000) $262 Avg Close — Range —
Q3 2023
Shares 1,363 Value ($000) $223 Avg Close — Range —
Q2 2023
Shares 1,363 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 1,363 Value ($000) $206 Avg Close — Range —