ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q4 2025
Shares 22,538 Value ($000) $3,082 Avg Close — Range —
Q3 2025
Shares 19,314 Value ($000) $2,415 Avg Close — Range —
Q2 2025
Shares 22,194 Value ($000) $2,513 Avg Close — Range —
Q1 2025
Shares 22,704 Value ($000) $2,421 Avg Close — Range —
Q4 2024
Shares 23,133 Value ($000) $2,443 Avg Close — Range —
Q3 2024
Shares 23,118 Value ($000) $2,521 Avg Close — Range —
Q2 2024
Shares 22,589 Value ($000) $2,337 Avg Close — Range —
Q1 2024
Shares 23,496 Value ($000) $2,545 Avg Close — Range —
Q4 2023
Shares 23,489 Value ($000) $2,376 Avg Close — Range —