ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 4,525 Value ($000) $452 Avg Close — Range —
Q3 2025
Shares 6,494 Value ($000) $651 Avg Close — Range —
Q2 2025
Shares 14,020 Value ($000) $1,391 Avg Close — Range —
Q1 2025
Shares 4,700 Value ($000) $465 Avg Close — Range —
Q2 2024
Shares 2,954 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 3,423 Value ($000) $335 Avg Close — Range —
Q4 2023
Shares 2,304 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 4,589 Value ($000) $450 Avg Close — Range —
Q1 2023
Shares 2,704 Value ($000) $269 Avg Close — Range —
Q4 2022
Shares 2,728 Value ($000) $272 Avg Close — Range —