ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001851395)

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

Q4 2025
Shares 97,415 Value ($000) $14,485 Avg Close — Range —
Q3 2025
Shares 97,054 Value ($000) $14,136 Avg Close — Range —
Q2 2025
Shares 95,976 Value ($000) $12,961 Avg Close — Range —
Q1 2025
Shares 89,600 Value ($000) $10,932 Avg Close — Range —
Q4 2024
Shares 83,212 Value ($000) $10,703 Avg Close — Range —
Q3 2024
Shares 80,742 Value ($000) $10,143 Avg Close — Range —
Q2 2024
Shares 80,557 Value ($000) $9,569 Avg Close — Range —
Q1 2024
Shares 82,709 Value ($000) $9,536 Avg Close — Range —
Q4 2023
Shares 83,697 Value ($000) $8,807 Avg Close — Range —
Q3 2023
Shares 86,829 Value ($000) $8,178 Avg Close — Range —
Q2 2023
Shares 91,919 Value ($000) $8,993 Avg Close — Range —
Q1 2023
Shares 77,943 Value ($000) $7,058 Avg Close — Range —
Q4 2022
Shares 91,501 Value ($000) $7,759 Avg Close — Range —
Q3 2022
Shares 91,825 Value ($000) $309 Avg Close — Range —
Q2 2022
Shares 86,542 Value ($000) $7,250 Avg Close — Range —
Q1 2022
Shares 78,676 Value ($000) $7,941 Avg Close — Range —
Q4 2021
Shares 78,248 Value ($000) $8,371 Avg Close — Range —
Q3 2021
Shares 78,080 Value ($000) $7,681 Avg Close — Range —
Q2 2021
Shares 77,425 Value ($000) $7,646 Avg Close — Range —
Q1 2021
Shares 75,752 Value ($000) $6,939 Avg Close — Range —
Q4 2020
Shares 70,710 Value ($000) $6,096 Avg Close — Range —