SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 44,752 Value ($000) $6,443 Avg Close — Range —
Q3 2025
Shares 22,492 Value ($000) $6,340 Avg Close — Range —
Q2 2025
Shares 22,542 Value ($000) $5,708 Avg Close — Range —
Q1 2025
Shares 23,987 Value ($000) $4,953 Avg Close — Range —
Q4 2024
Shares 24,492 Value ($000) $5,695 Avg Close — Range —
Q3 2024
Shares 24,653 Value ($000) $5,566 Avg Close — Range —
Q2 2024
Shares 26,879 Value ($000) $6,081 Avg Close — Range —
Q1 2024
Shares 27,588 Value ($000) $5,746 Avg Close — Range —
Q4 2023
Shares 30,117 Value ($000) $5,797 Avg Close — Range —
Q3 2023
Shares 35,128 Value ($000) $5,759 Avg Close — Range —
Q2 2023
Shares 36,456 Value ($000) $6,338 Avg Close — Range —
Q1 2023
Shares 36,315 Value ($000) $5,484 Avg Close — Range —
Q4 2022
Shares 36,649 Value ($000) $4,561 Avg Close — Range —