ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 18,032 Value ($000) $1,172 Avg Close — Range —
Q3 2025
Shares 17,405 Value ($000) $1,121 Avg Close — Range —
Q2 2025
Shares 16,688 Value ($000) $1,027 Avg Close — Range —
Q1 2025
Shares 16,079 Value ($000) $926 Avg Close — Range —
Q4 2024
Shares 14,410 Value ($000) $826 Avg Close — Range —
Q3 2024
Shares 13,154 Value ($000) $779 Avg Close — Range —
Q2 2024
Shares 9,601 Value ($000) $541 Avg Close — Range —
Q1 2024
Shares 9,218 Value ($000) $513 Avg Close — Range —
Q4 2023
Shares 5,605 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 4,782 Value ($000) $235 Avg Close — Range —