ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 417,032 Value ($000) $10,526 Avg Close — Range —
Q3 2025
Shares 382,698 Value ($000) $9,686 Avg Close — Range —
Q2 2025
Shares 356,898 Value ($000) $8,983 Avg Close — Range —
Q1 2025
Shares 328,540 Value ($000) $8,210 Avg Close — Range —
Q4 2024
Shares 313,906 Value ($000) $7,753 Avg Close — Range —
Q3 2024
Shares 306,955 Value ($000) $7,723 Avg Close — Range —
Q2 2024
Shares 308,471 Value ($000) $7,554 Avg Close — Range —
Q1 2024
Shares 314,279 Value ($000) $7,694 Avg Close — Range —
Q4 2023
Shares 320,620 Value ($000) $7,849 Avg Close — Range —
Q3 2023
Shares 371,670 Value ($000) $8,835 Avg Close — Range —
Q2 2023
Shares 383,068 Value ($000) $9,159 Avg Close — Range —
Q1 2023
Shares 403,796 Value ($000) $9,715 Avg Close — Range —
Q4 2022
Shares 405,125 Value ($000) $9,630 Avg Close — Range —