WORLD GOLD TR

Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund

Lee Financial Co's Holding History (CIK: 0001391166)

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

Q4 2025
Shares 4,220 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 4,988 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 6,188 Value ($000) $405 Avg Close — Range —
Q1 2025
Shares 6,188 Value ($000) $383 Avg Close — Range —
Q4 2024
Shares 6,188 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 6,188 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 6,188 Value ($000) $285 Avg Close — Range —
Q1 2024
Shares 6,188 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 6,188 Value ($000) $253 Avg Close — Range —
Q3 2023
Shares 6,188 Value ($000) $227 Avg Close — Range —
Q2 2023
Shares 6,188 Value ($000) $236 Avg Close — Range —
Q1 2023
Shares 6,188 Value ($000) $242 Avg Close — Range —
Q3 2022
Shares 6,188 Value ($000) $204 Avg Close — Range —
Q2 2022
Shares 6,188 Value ($000) $222 Avg Close — Range —