ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 1,601 Value ($000) $223 Avg Close — Range —
Q3 2025
Shares 1,705 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 1,779 Value ($000) $225 Avg Close — Range —
Q1 2025
Shares 1,779 Value ($000) $204 Avg Close — Range —
Q4 2024
Shares 1,821 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 1,821 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 1,821 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 1,941 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 2,256 Value ($000) $211 Avg Close — Range —
Q1 2022
Shares 2,206 Value ($000) $213 Avg Close — Range —
Q4 2021
Shares 2,206 Value ($000) $234 Avg Close — Range —
Q3 2021
Shares 2,206 Value ($000) $211 Avg Close — Range —
Q2 2021
Shares 2,206 Value ($000) $210 Avg Close — Range —
Q4 2020
Shares 2,206 Value ($000) $181 Avg Close — Range —