SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 11,444 Value ($000) $512 Avg Close — Range —
Q3 2025
Shares 5,449 Value ($000) $487 Avg Close — Range —
Q2 2025
Shares 6,073 Value ($000) $515 Avg Close — Range —
Q1 2025
Shares 6,841 Value ($000) $639 Avg Close — Range —
Q4 2024
Shares 6,661 Value ($000) $571 Avg Close — Range —
Q3 2024
Shares 7,986 Value ($000) $701 Avg Close — Range —
Q2 2024
Shares 7,643 Value ($000) $697 Avg Close — Range —
Q1 2024
Shares 9,335 Value ($000) $881 Avg Close — Range —
Q4 2023
Shares 3,337 Value ($000) $280 Avg Close — Range —
Q3 2023
Shares 5,213 Value ($000) $462 Avg Close — Range —
Q4 2022
Shares 3,067 Value ($000) $278 Avg Close — Range —