ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 16,085 Value ($000) $11,017 Avg Close — Range —
Q3 2025
Shares 14,743 Value ($000) $9,867 Avg Close — Range —
Q2 2025
Shares 14,579 Value ($000) $9,052 Avg Close — Range —
Q1 2025
Shares 19,711 Value ($000) $11,076 Avg Close — Range —
Q4 2024
Shares 19,459 Value ($000) $11,455 Avg Close — Range —
Q3 2024
Shares 18,584 Value ($000) $10,720 Avg Close — Range —
Q2 2024
Shares 15,123 Value ($000) $8,276 Avg Close — Range —
Q1 2024
Shares 15,860 Value ($000) $8,338 Avg Close — Range —
Q4 2023
Shares 15,829 Value ($000) $7,560 Avg Close — Range —
Q3 2023
Shares 13,631 Value ($000) $5,854 Avg Close — Range —
Q2 2023
Shares 9,117 Value ($000) $4,064 Avg Close — Range —
Q1 2023
Shares 9,118 Value ($000) $3,748 Avg Close — Range —
Q4 2022
Shares 8,572 Value ($000) $3,293 Avg Close — Range —