ISHARES TR

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

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

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

Q4 2025
Shares 555 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 555 Value ($000) $36 Avg Close — Range —
Q2 2025
Shares 555 Value ($000) $34 Avg Close — Range —
Q1 2025
Shares 555 Value ($000) $32 Avg Close — Range —
Q4 2024
Shares 555 Value ($000) $32 Avg Close — Range —
Q3 2024
Shares 555 Value ($000) $33 Avg Close — Range —
Q2 2024
Shares 555 Value ($000) $31 Avg Close — Range —
Q1 2024
Shares 677 Value ($000) $38 Avg Close — Range —
Q4 2023
Shares 676 Value ($000) $36 Avg Close — Range —
Q3 2023
Shares 688 Value ($000) $34 Avg Close — Range —
Q2 2023
Shares 784 Value ($000) $40 Avg Close — Range —
Q1 2023
Shares 784 Value ($000) $39 Avg Close — Range —
Q4 2022
Shares 783 Value ($000) $37 Avg Close — Range —