SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 14,586 Value ($000) $799 Avg Close — Range —
Q3 2025
Shares 13,893 Value ($000) $748 Avg Close — Range —
Q2 2025
Shares 11,669 Value ($000) $611 Avg Close — Range —
Q1 2025
Shares 39,222 Value ($000) $1,954 Avg Close — Range —
Q4 2024
Shares 20,016 Value ($000) $967 Avg Close — Range —
Q3 2024
Shares 7,048 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 6,255 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 6,309 Value ($000) $213 Avg Close — Range —