ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,419 Value ($000) $972 Avg Close — Range —
Q3 2025
Shares 346 Value ($000) $232 Avg Close — Range —
Q2 2025
Shares 346 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 344 Value ($000) $202 Avg Close — Range —