ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 86,874 Value ($000) $59,504 Avg Close — Range —
Q3 2025
Shares 86,145 Value ($000) $57,658 Avg Close — Range —
Q2 2025
Shares 81,448 Value ($000) $50,571 Avg Close — Range —
Q1 2025
Shares 82,121 Value ($000) $46,144 Avg Close — Range —
Q4 2024
Shares 80,680 Value ($000) $47,495 Avg Close — Range —
Q3 2024
Shares 78,275 Value ($000) $45,151 Avg Close — Range —
Q2 2024
Shares 77,007 Value ($000) $42,141 Avg Close — Range —
Q1 2024
Shares 76,985 Value ($000) $40,473 Avg Close — Range —
Q4 2023
Shares 77,060 Value ($000) $36,806 Avg Close — Range —
Q3 2023
Shares 79,044 Value ($000) $33,944 Avg Close — Range —
Q2 2023
Shares 82,514 Value ($000) $36,777 Avg Close — Range —
Q1 2023
Shares 76,929 Value ($000) $31,624 Avg Close — Range —
Q4 2022
Shares 84,687 Value ($000) $32,538 Avg Close — Range —
Q3 2022
Shares 85,881 Value ($000) $16,301 Avg Close — Range —
Q2 2022
Shares 85,961 Value ($000) $32,592 Avg Close — Range —
Q1 2022
Shares 82,780 Value ($000) $37,556 Avg Close — Range —
Q4 2021
Shares 81,409 Value ($000) $38,831 Avg Close — Range —
Q3 2021
Shares 82,035 Value ($000) $35,342 Avg Close — Range —
Q2 2021
Shares 82,041 Value ($000) $35,271 Avg Close — Range —
Q1 2021
Shares 80,793 Value ($000) $32,141 Avg Close — Range —
Q4 2020
Shares 76,776 Value ($000) $28,820 Avg Close — Range —