ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 3,995 Value ($000) $847 Avg Close — Range —
Q3 2025
Shares 3,995 Value ($000) $825 Avg Close — Range —
Q2 2025
Shares 3,995 Value ($000) $781 Avg Close — Range —