SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 3,870 Value ($000) $212 Avg Close — Range —
Q3 2025
Shares 4,169 Value ($000) $225 Avg Close — Range —
Q2 2025
Shares 4,192 Value ($000) $220 Avg Close — Range —
Q1 2025
Shares 4,185 Value ($000) $208 Avg Close — Range —
Q4 2024
Shares 4,180 Value ($000) $202 Avg Close — Range —