ISHARES TR

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

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 34,685 Value ($000) $3,266 Avg Close — Range —
Q3 2025
Shares 30,352 Value ($000) $2,888 Avg Close — Range —
Q2 2025
Shares 29,344 Value ($000) $2,755 Avg Close — Range —
Q1 2025
Shares 29,100 Value ($000) $2,726 Avg Close — Range —
Q4 2024
Shares 27,698 Value ($000) $2,459 Avg Close — Range —