ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 224,532 Value ($000) $21,142 Avg Close — Range —
Q3 2025
Shares 227,905 Value ($000) $21,683 Avg Close — Range —
Q2 2025
Shares 226,798 Value ($000) $21,290 Avg Close — Range —
Q1 2025
Shares 216,768 Value ($000) $20,302 Avg Close — Range —
Q4 2024
Shares 225,899 Value ($000) $20,058 Avg Close — Range —
Q3 2024
Shares 226,484 Value ($000) $20,680 Avg Close — Range —
Q2 2024
Shares 226,013 Value ($000) $18,976 Avg Close — Range —
Q1 2024
Shares 229,656 Value ($000) $19,195 Avg Close — Range —
Q4 2023
Shares 234,624 Value ($000) $18,308 Avg Close — Range —
Q3 2023
Shares 237,231 Value ($000) $17,171 Avg Close — Range —
Q2 2023
Shares 242,633 Value ($000) $18,035 Avg Close — Range —
Q1 2023
Shares 236,764 Value ($000) $17,222 Avg Close — Range —
Q4 2022
Shares 275,195 Value ($000) $19,842 Avg Close — Range —
Q3 2022
Shares 278,340 Value ($000) $208 Avg Close — Range —
Q2 2022
Shares 282,844 Value ($000) $19,858 Avg Close — Range —
Q1 2022
Shares 284,649 Value ($000) $22,080 Avg Close — Range —
Q4 2021
Shares 315,529 Value ($000) $25,526 Avg Close — Range —
Q3 2021
Shares 401,065 Value ($000) $29,478 Avg Close — Range —
Q2 2021
Shares 551,117 Value ($000) $40,567 Avg Close — Range —
Q1 2021
Shares 636,081 Value ($000) $44,010 Avg Close — Range —
Q4 2020
Shares 647,966 Value ($000) $43,983 Avg Close — Range —