ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 11,348 Value ($000) $1,364 Avg Close — Range —
Q3 2025
Shares 11,586 Value ($000) $1,377 Avg Close — Range —
Q2 2025
Shares 11,671 Value ($000) $1,276 Avg Close — Range —
Q1 2025
Shares 15,488 Value ($000) $1,620 Avg Close — Range —
Q4 2024
Shares 18,730 Value ($000) $2,158 Avg Close — Range —
Q3 2024
Shares 18,835 Value ($000) $2,203 Avg Close — Range —
Q2 2024
Shares 19,110 Value ($000) $2,038 Avg Close — Range —
Q1 2024
Shares 19,772 Value ($000) $2,185 Avg Close — Range —
Q4 2023
Shares 21,538 Value ($000) $2,331 Avg Close — Range —
Q3 2023
Shares 22,026 Value ($000) $2,078 Avg Close — Range —
Q2 2023
Shares 23,492 Value ($000) $2,341 Avg Close — Range —
Q1 2023
Shares 26,398 Value ($000) $2,553 Avg Close — Range —
Q4 2022
Shares 25,940 Value ($000) $2,455 Avg Close — Range —