SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 11,960 Value ($000) $511 Avg Close — Range —
Q3 2025
Shares 5,263 Value ($000) $459 Avg Close — Range —
Q2 2025
Shares 5,125 Value ($000) $419 Avg Close — Range —
Q1 2025
Shares 4,626 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 4,300 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 6,628 Value ($000) $535 Avg Close — Range —
Q2 2024
Shares 4,116 Value ($000) $280 Avg Close — Range —