SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 5,422 Value ($000) $648 Avg Close — Range —
Q3 2025
Shares 2,744 Value ($000) $658 Avg Close — Range —
Q2 2025
Shares 2,771 Value ($000) $602 Avg Close — Range —
Q1 2025
Shares 3,889 Value ($000) $768 Avg Close — Range —
Q4 2024
Shares 4,316 Value ($000) $969 Avg Close — Range —
Q3 2024
Shares 1,542 Value ($000) $309 Avg Close — Range —
Q2 2024
Shares 1,315 Value ($000) $240 Avg Close — Range —