SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 8,128 Value ($000) $1,170 Avg Close — Range —
Q3 2025
Shares 3,382 Value ($000) $953 Avg Close — Range —
Q2 2025
Shares 3,645 Value ($000) $923 Avg Close — Range —
Q1 2025
Shares 1,903 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 3,141 Value ($000) $731 Avg Close — Range —
Q3 2024
Shares 3,049 Value ($000) $688 Avg Close — Range —
Q2 2023
Shares 1,263 Value ($000) $220 Avg Close — Range —
Q1 2023
Shares 16,689 Value ($000) $2,520 Avg Close — Range —