ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Milestones Private Investment Advisors LLC's Holding History (CIK: 0001726041)

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

Q4 2025
Shares 1,498 Value ($000) $1,026 Avg Close — Range —
Q3 2025
Shares 1,498 Value ($000) $1,003 Avg Close — Range —
Q2 2025
Shares 1,498 Value ($000) $930 Avg Close — Range —