ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 2,531 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 2,531 Value ($000) $328 Avg Close — Range —
Q2 2025
Shares 2,531 Value ($000) $313 Avg Close — Range —