ISHARES TR

Ticker: OEF CUSIP: 464287101 Class: S&P 100 ETF

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

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

Q4 2025
Shares 2,236 Value ($000) $767 Avg Close — Range —
Q3 2025
Shares 2,236 Value ($000) $744 Avg Close — Range —
Q2 2025
Shares 2,236 Value ($000) $681 Avg Close — Range —
Q1 2025
Shares 2,236 Value ($000) $606 Avg Close — Range —
Q4 2024
Shares 2,236 Value ($000) $646 Avg Close — Range —
Q3 2024
Shares 2,236 Value ($000) $619 Avg Close — Range —
Q2 2024
Shares 2,236 Value ($000) $591 Avg Close — Range —
Q1 2024
Shares 2,236 Value ($000) $553 Avg Close — Range —
Q4 2023
Shares 2,236 Value ($000) $500 Avg Close — Range —
Q3 2023
Shares 2,236 Value ($000) $449 Avg Close — Range —
Q2 2023
Shares 2,236 Value ($000) $463 Avg Close — Range —
Q1 2023
Shares 2,236 Value ($000) $418 Avg Close — Range —
Q4 2022
Shares 2,237 Value ($000) $382 Avg Close — Range —