ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 5,507 Value ($000) $519 Avg Close — Range —
Q3 2025
Shares 5,425 Value ($000) $516 Avg Close — Range —
Q2 2025
Shares 5,496 Value ($000) $516 Avg Close — Range —
Q1 2025
Shares 5,508 Value ($000) $516 Avg Close — Range —
Q4 2024
Shares 5,423 Value ($000) $482 Avg Close — Range —
Q3 2024
Shares 5,445 Value ($000) $497 Avg Close — Range —
Q2 2024
Shares 5,454 Value ($000) $458 Avg Close — Range —
Q1 2024
Shares 5,987 Value ($000) $500 Avg Close — Range —
Q4 2023
Shares 6,232 Value ($000) $486 Avg Close — Range —
Q3 2023
Shares 7,494 Value ($000) $539 Avg Close — Range —
Q2 2023
Shares 7,784 Value ($000) $579 Avg Close — Range —
Q1 2023
Shares 7,775 Value ($000) $566 Avg Close — Range —
Q4 2022
Shares 8,695 Value ($000) $632 Avg Close — Range —