SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

MILESTONE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001964722)

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

Q2 2025
Shares 717 Value ($000) $406 Avg Close — Range —
Q1 2025
Shares 683 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 634 Value ($000) $361 Avg Close — Range —
Q3 2024
Shares 2,098 Value ($000) $1,195 Avg Close — Range —
Q2 2024
Shares 816 Value ($000) $437 Avg Close — Range —
Q1 2024
Shares 373 Value ($000) $208 Avg Close — Range —
Q4 2023
Shares 410 Value ($000) $208 Avg Close — Range —