ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 3,722 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 3,444 Value ($000) $304 Avg Close — Range —
Q2 2025
Shares 3,476 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 3,396 Value ($000) $260 Avg Close — Range —