SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 6,881 Value ($000) $377 Avg Close — Range —
Q3 2025
Shares 6,881 Value ($000) $371 Avg Close — Range —
Q2 2025
Shares 6,881 Value ($000) $360 Avg Close — Range —
Q1 2025
Shares 10,381 Value ($000) $517 Avg Close — Range —
Q4 2024
Shares 10,401 Value ($000) $503 Avg Close — Range —
Q2 2021
Shares 192,978 Value ($000) $7,080 Avg Close — Range —
Q1 2021
Shares 193,819 Value ($000) $6,966 Avg Close — Range —
Q4 2020
Shares 168,607 Value ($000) $4,971 Avg Close — Range —
Q3 2020
Shares 17,892 Value ($000) $431 Avg Close — Range —
Q2 2020
Shares 19,458 Value ($000) $450 Avg Close — Range —
Q1 2020
Shares 26,545 Value ($000) $553 Avg Close — Range —
Q4 2019
Shares 228,862 Value ($000) $7,044 Avg Close — Range —