INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

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

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

Q4 2025

Shares 7,714 Value ($000) $2,285 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 7,673 Value ($000) $2,165 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 6,463 Value ($000) $1,905 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 4,596 Value ($000) $1,143 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 13,230 Value ($000) $2,908 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 8,571 Value ($000) $1,895 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 14,793 Value ($000) $2,558 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 11,314 Value ($000) $2,161 Avg Close $172.56 Range $148.54 - $189.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,714	$2,285	$298.78	$262.11 - $324.90
Q3 2025	7,673	$2,165	$259.55	$232.08 - $292.01
Q2 2025	6,463	$1,905	$253.82	$210.49 - $292.56
Q1 2025	4,596	$1,143	$239.40	$209.20 - $261.47
Q4 2024	13,230	$2,908	$216.31	$196.83 - $233.32
Q3 2024	8,571	$1,895	$188.97	$166.24 - $216.80
Q2 2024	14,793	$2,558	$165.85	$154.39 - $183.50
Q1 2024	11,314	$2,161	$172.56	$148.54 - $189.10