SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 1,005 Value ($000) $156 Avg Close — Range —
Q3 2025
Shares 1,005 Value ($000) $140 Avg Close — Range —
Q2 2025
Shares 1,005 Value ($000) $135 Avg Close — Range —
Q1 2025
Shares 1,281 Value ($000) $187 Avg Close — Range —
Q4 2024
Shares 1,281 Value ($000) $176 Avg Close — Range —
Q3 2024
Shares 1,281 Value ($000) $197 Avg Close — Range —
Q2 2024
Shares 1,281 Value ($000) $187 Avg Close — Range —
Q1 2024
Shares 1,281 Value ($000) $189 Avg Close — Range —
Q4 2023
Shares 1,281 Value ($000) $175 Avg Close — Range —
Q3 2023
Shares 1,581 Value ($000) $204 Avg Close — Range —
Q2 2023
Shares 1,881 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 1,881 Value ($000) $244 Avg Close — Range —
Q4 2022
Shares 1,881 Value ($000) $256 Avg Close — Range —