ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 8,020 Value ($000) $1,193 Avg Close — Range —
Q3 2025
Shares 8,024 Value ($000) $1,169 Avg Close — Range —
Q2 2025
Shares 8,051 Value ($000) $1,087 Avg Close — Range —
Q1 2025
Shares 8,286 Value ($000) $1,011 Avg Close — Range —
Q4 2024
Shares 8,506 Value ($000) $1,094 Avg Close — Range —
Q3 2024
Shares 8,516 Value ($000) $1,070 Avg Close — Range —
Q2 2024
Shares 10,383 Value ($000) $1,233 Avg Close — Range —
Q1 2024
Shares 10,429 Value ($000) $1,202 Avg Close — Range —
Q4 2023
Shares 11,000 Value ($000) $1,158 Avg Close — Range —
Q3 2023
Shares 10,921 Value ($000) $1,027 Avg Close — Range —
Q2 2023
Shares 11,262 Value ($000) $1,102 Avg Close — Range —
Q1 2023
Shares 18,246 Value ($000) $1,652 Avg Close — Range —
Q4 2022
Shares 20,323 Value ($000) $1,814 Avg Close — Range —