SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,104 Value ($000) $319 Avg Close — Range —
Q1 2025
Shares 16,754 Value ($000) $1,368 Avg Close — Range —