ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

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

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

Q4 2025
Shares 5,752 Value ($000) $331 Avg Close — Range —
Q3 2025
Shares 5,752 Value ($000) $330 Avg Close — Range —
Q2 2025
Shares 5,757 Value ($000) $310 Avg Close — Range —
Q1 2025
Shares 6,382 Value ($000) $298 Avg Close — Range —
Q4 2024
Shares 6,776 Value ($000) $337 Avg Close — Range —
Q3 2024
Shares 6,786 Value ($000) $333 Avg Close — Range —
Q2 2024
Shares 3,319 Value ($000) $155 Avg Close — Range —
Q1 2024
Shares 1,920 Value ($000) $87 Avg Close — Range —
Q4 2023
Shares 1,938 Value ($000) $77 Avg Close — Range —
Q3 2023
Shares 1,938 Value ($000) $67 Avg Close — Range —
Q2 2023
Shares 1,938 Value ($000) $70 Avg Close — Range —
Q1 2023
Shares 2,938 Value ($000) $97 Avg Close — Range —
Q4 2022
Shares 2,900 Value ($000) $89 Avg Close — Range —