SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q1 2025
Shares 10,928 Value ($000) $544 Avg Close — Range —
Q3 2024
Shares 58,744 Value ($000) $2,662 Avg Close — Range —