ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 4,470 Value ($000) $576 Avg Close — Range —
Q3 2025
Shares 3,049 Value ($000) $384 Avg Close — Range —
Q2 2025
Shares 3,051 Value ($000) $354 Avg Close — Range —
Q1 2025
Shares 3,055 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 3,057 Value ($000) $337 Avg Close — Range —
Q3 2024
Shares 3,062 Value ($000) $333 Avg Close — Range —
Q2 2024
Shares 3,062 Value ($000) $318 Avg Close — Range —
Q1 2024
Shares 3,290 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 3,298 Value ($000) $300 Avg Close — Range —
Q3 2023
Shares 3,446 Value ($000) $281 Avg Close — Range —
Q2 2023
Shares 3,835 Value ($000) $323 Avg Close — Range —
Q1 2023
Shares 3,201 Value ($000) $250 Avg Close — Range —
Q4 2022
Shares 3,797 Value ($000) $273 Avg Close — Range —