ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 3,411 Value ($000) $840 Avg Close — Range —
Q3 2025
Shares 3,400 Value ($000) $823 Avg Close — Range —
Q2 2025
Shares 4,028 Value ($000) $869 Avg Close — Range —
Q1 2025
Shares 5,985 Value ($000) $1,194 Avg Close — Range —
Q4 2024
Shares 3,613 Value ($000) $798 Avg Close — Range —
Q3 2024
Shares 1,014 Value ($000) $224 Avg Close — Range —
Q2 2024
Shares 1,136 Value ($000) $230 Avg Close — Range —
Q1 2024
Shares 1,121 Value ($000) $236 Avg Close — Range —
Q4 2023
Shares 1,224 Value ($000) $246 Avg Close — Range —