SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 13,388 Value ($000) $733 Avg Close — Range —
Q3 2025
Shares 9,500 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 9,500 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 9,500 Value ($000) $473 Avg Close — Range —
Q4 2024
Shares 9,500 Value ($000) $459 Avg Close — Range —
Q3 2024
Shares 9,701 Value ($000) $440 Avg Close — Range —
Q2 2024
Shares 9,701 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 11,348 Value ($000) $478 Avg Close — Range —
Q4 2023
Shares 11,348 Value ($000) $427 Avg Close — Range —
Q3 2023
Shares 11,348 Value ($000) $376 Avg Close — Range —
Q2 2023
Shares 11,348 Value ($000) $383 Avg Close — Range —
Q1 2023
Shares 12,102 Value ($000) $389 Avg Close — Range —
Q4 2022
Shares 205,847 Value ($000) $7,040 Avg Close — Range —