ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 7,862 Value ($000) $5,385 Avg Close — Range —
Q3 2025
Shares 7,456 Value ($000) $4,990 Avg Close — Range —
Q2 2025
Shares 7,381 Value ($000) $4,583 Avg Close — Range —
Q1 2025
Shares 6,759 Value ($000) $3,798 Avg Close — Range —
Q4 2024
Shares 6,631 Value ($000) $3,903 Avg Close — Range —