ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 32,135 Value ($000) $1,534 Avg Close — Range —
Q3 2025
Shares 32,635 Value ($000) $1,553 Avg Close — Range —
Q2 2025
Shares 34,039 Value ($000) $1,567 Avg Close — Range —
Q1 2025
Shares 34,243 Value ($000) $1,503 Avg Close — Range —
Q4 2024
Shares 20,125 Value ($000) $874 Avg Close — Range —
Q3 2024
Shares 20,573 Value ($000) $928 Avg Close — Range —
Q2 2024
Shares 19,820 Value ($000) $852 Avg Close — Range —
Q1 2024
Shares 18,121 Value ($000) $775 Avg Close — Range —
Q4 2023
Shares 17,805 Value ($000) $739 Avg Close — Range —
Q3 2023
Shares 17,250 Value ($000) $667 Avg Close — Range —
Q2 2023
Shares 15,142 Value ($000) $612 Avg Close — Range —
Q1 2023
Shares 15,184 Value ($000) $605 Avg Close — Range —
Q4 2022
Shares 15,614 Value ($000) $619 Avg Close — Range —