SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 210 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 127 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 21 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 21 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 21 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 111 Value ($000) $9 Avg Close — Range —