MILESTONE ASSET MANAGEMENT, LLC: VTI position timeline

MILESTONE ASSET MANAGEMENT, LLC held 999 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 999 shares

   Change vs previous 13F -14 shares

   0.06% of the 13F portfolio, value $370,023.

   13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,013 shares

   Change vs previous 13F +249 shares

   0.06% of the 13F portfolio, value $325,287.

   13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 764 shares

   Change vs previous 13F +12 shares

   0.05% of the 13F portfolio, value $256,466.

   13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 752 shares

   Change vs previous 13F -362 shares

   0.05% of the 13F portfolio, value $247,097.

   13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,114 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $338,868.

   13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).