SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 4,213 Value ($000) $2,873 Avg Close — Range —
Q3 2025
Shares 4,017 Value ($000) $2,676 Avg Close — Range —
Q2 2025
Shares 4,010 Value ($000) $2,478 Avg Close — Range —
Q1 2025
Shares 4,010 Value ($000) $2,243 Avg Close — Range —
Q4 2024
Shares 4,010 Value ($000) $2,350 Avg Close — Range —
Q3 2024
Shares 4,010 Value ($000) $2,301 Avg Close — Range —
Q2 2024
Shares 4,139 Value ($000) $2,253 Avg Close — Range —
Q1 2024
Shares 4,139 Value ($000) $2,165 Avg Close — Range —
Q4 2023
Shares 4,225 Value ($000) $2,008 Avg Close — Range —
Q3 2023
Shares 4,514 Value ($000) $1,930 Avg Close — Range —
Q2 2023
Shares 4,657 Value ($000) $2,064 Avg Close — Range —
Q1 2023
Shares 3,183 Value ($000) $1,303 Avg Close — Range —
Q4 2022
Shares 4,683 Value ($000) $1,791 Avg Close — Range —
Q2 2022
Shares 3,691 Value ($000) $1,392 Avg Close — Range —
Q1 2022
Shares 3,253 Value ($000) $1,469 Avg Close — Range —
Q4 2021
Shares 2,443 Value ($000) $1,160 Avg Close — Range —
Q3 2021
Shares 2,578 Value ($000) $1,106 Avg Close — Range —
Q2 2021
Shares 2,578 Value ($000) $1,103 Avg Close — Range —
Q4 2020
Shares 2,461 Value ($000) $920 Avg Close — Range —