SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

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

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

Q3 2025
Shares 2,935 Value ($000) $263 Avg Close — Range —
Q1 2025
Shares 14,880 Value ($000) $1,279 Avg Close — Range —
Q4 2024
Shares 4,925 Value ($000) $414 Avg Close — Range —
Q3 2024
Shares 3,194 Value ($000) $308 Avg Close — Range —
Q2 2024
Shares 2,775 Value ($000) $245 Avg Close — Range —