SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 6,545 Value ($000) $1,013 Avg Close — Range —
Q1 2025
Shares 9,511 Value ($000) $1,389 Avg Close — Range —
Q3 2024
Shares 4,688 Value ($000) $722 Avg Close — Range —
Q2 2024
Shares 5,804 Value ($000) $846 Avg Close — Range —
Q1 2024
Shares 8,588 Value ($000) $1,269 Avg Close — Range —
Q4 2023
Shares 1,919 Value ($000) $262 Avg Close — Range —
Q3 2023
Shares 3,326 Value ($000) $428 Avg Close — Range —
Q4 2022
Shares 3,151 Value ($000) $423 Avg Close — Range —