LIS

Legacy Investment Solutions’s Technology Select Sector SPDR Fund XLK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$114K	Buy	+450	New	+$114K	0.06%	102
2024 Q4	$53.3K	Hold	229	–	–	0.03%	116
2024 Q3	$53.9K	Buy	+229	New	+$53.9K	0.03%	114