ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 2,152 Value ($000) $207 Avg Close — Range —
Q3 2025
Shares 2,153 Value ($000) $208 Avg Close — Range —
Q2 2025
Shares 12,814 Value ($000) $1,227 Avg Close — Range —
Q2 2024
Shares 8,533 Value ($000) $799 Avg Close — Range —
Q1 2024
Shares 3,304 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 4,256 Value ($000) $410 Avg Close — Range —
Q3 2023
Shares 3,486 Value ($000) $316 Avg Close — Range —
Q2 2023
Shares 3,852 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 3,801 Value ($000) $377 Avg Close — Range —
Q4 2022
Shares 4,701 Value ($000) $465 Avg Close — Range —