ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 7,149 Value ($000) $1,789 Avg Close — Range —
Q3 2025
Shares 7,440 Value ($000) $1,908 Avg Close — Range —
Q2 2025
Shares 3,622 Value ($000) $870 Avg Close — Range —