SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 7,427 Value ($000) $317 Avg Close — Range —
Q1 2025
Shares 32,023 Value ($000) $2,525 Avg Close — Range —
Q2 2024
Shares 3,070 Value ($000) $209 Avg Close — Range —