ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 32,565 Value ($000) $3,587 Avg Close — Range —
Q3 2025
Shares 29,386 Value ($000) $3,247 Avg Close — Range —
Q2 2025
Shares 28,255 Value ($000) $3,120 Avg Close — Range —
Q1 2025
Shares 27,568 Value ($000) $3,045 Avg Close — Range —
Q4 2024
Shares 27,343 Value ($000) $3,011 Avg Close — Range —
Q3 2024
Shares 25,695 Value ($000) $2,843 Avg Close — Range —
Q2 2024
Shares 23,535 Value ($000) $2,601 Avg Close — Range —
Q1 2024
Shares 20,325 Value ($000) $2,247 Avg Close — Range —