SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 8,536 Value ($000) $5,821 Avg Close — Range —
Q3 2025
Shares 8,525 Value ($000) $5,679 Avg Close — Range —
Q2 2025
Shares 8,656 Value ($000) $5,348 Avg Close — Range —
Q1 2025
Shares 8,663 Value ($000) $4,846 Avg Close — Range —
Q4 2024
Shares 8,663 Value ($000) $5,077 Avg Close — Range —
Q3 2024
Shares 8,657 Value ($000) $4,967 Avg Close — Range —
Q2 2024
Shares 8,649 Value ($000) $4,707 Avg Close — Range —
Q1 2024
Shares 8,641 Value ($000) $4,520 Avg Close — Range —
Q4 2023
Shares 8,653 Value ($000) $4,113 Avg Close — Range —
Q3 2023
Shares 8,634 Value ($000) $3,691 Avg Close — Range —
Q2 2023
Shares 9,387 Value ($000) $4,161 Avg Close — Range —
Q1 2023
Shares 9,357 Value ($000) $3,831 Avg Close — Range —
Q4 2022
Shares 9,328 Value ($000) $3,567 Avg Close — Range —