SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 6,044 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 3,022 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 3,022 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 3,022 Value ($000) $238 Avg Close — Range —
Q4 2024
Shares 3,069 Value ($000) $232 Avg Close — Range —
Q1 2020
Shares 104,839 Value ($000) $5,809 Avg Close — Range —
Q4 2019
Shares 4,176 Value ($000) $270 Avg Close — Range —