West Oak Capital, LLC Historic Quarter Change: USA Stocks, Added

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1387399), 20 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-07); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-07); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-02); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-02); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-08); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-03); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).