ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q3 2025
Shares 2,789 Value ($000) $271 Avg Close — Range —
Q1 2025
Shares 13,470 Value ($000) $1,290 Avg Close — Range —
Q4 2024
Shares 4,668 Value ($000) $435 Avg Close — Range —
Q3 2024
Shares 3,031 Value ($000) $309 Avg Close — Range —
Q2 2024
Shares 2,834 Value ($000) $249 Avg Close — Range —