SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 4,042 Value ($000) $582 Avg Close — Range —
Q3 2025
Shares 2,171 Value ($000) $612 Avg Close — Range —
Q2 2025
Shares 1,807 Value ($000) $458 Avg Close — Range —
Q1 2025
Shares 1,807 Value ($000) $373 Avg Close — Range —
Q4 2024
Shares 2,058 Value ($000) $479 Avg Close — Range —
Q3 2024
Shares 2,058 Value ($000) $465 Avg Close — Range —
Q2 2024
Shares 2,058 Value ($000) $466 Avg Close — Range —
Q1 2024
Shares 2,058 Value ($000) $429 Avg Close — Range —
Q4 2023
Shares 2,058 Value ($000) $396 Avg Close — Range —
Q3 2023
Shares 2,058 Value ($000) $337 Avg Close — Range —
Q2 2023
Shares 1,257 Value ($000) $219 Avg Close — Range —
Q4 2021
Shares 1,257 Value ($000) $219 Avg Close — Range —