SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 12,996 Value ($000) $1,871 Avg Close — Range —
Q3 2025
Shares 8,223 Value ($000) $2,318 Avg Close — Range —
Q2 2025
Shares 6,689 Value ($000) $1,694 Avg Close — Range —
Q1 2025
Shares 7,166 Value ($000) $1,480 Avg Close — Range —
Q4 2024
Shares 8,266 Value ($000) $1,922 Avg Close — Range —
Q3 2024
Shares 26,243 Value ($000) $5,925 Avg Close — Range —
Q2 2024
Shares 5,177 Value ($000) $1,171 Avg Close — Range —