SPDR SERIES TRUST

Ticker: BWX CUSIP: 78464A516 Class: BLOOMBERG INTL T

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 132,621 Value ($000) $2,988 Avg Close — Range —
Q3 2025
Shares 121,381 Value ($000) $2,792 Avg Close — Range —
Q2 2025
Shares 112,126 Value ($000) $2,634 Avg Close — Range —
Q1 2025
Shares 107,056 Value ($000) $2,340 Avg Close — Range —
Q4 2024
Shares 102,801 Value ($000) $2,199 Avg Close — Range —
Q3 2024
Shares 97,456 Value ($000) $2,277 Avg Close — Range —
Q2 2024
Shares 102,881 Value ($000) $2,205 Avg Close — Range —
Q1 2024
Shares 111,885 Value ($000) $2,488 Avg Close — Range —
Q4 2023
Shares 120,910 Value ($000) $2,803 Avg Close — Range —
Q3 2023
Shares 142,445 Value ($000) $3,026 Avg Close — Range —
Q2 2023
Shares 138,270 Value ($000) $3,118 Avg Close — Range —
Q1 2023
Shares 130,680 Value ($000) $3,021 Avg Close — Range —
Q4 2022
Shares 126,625 Value ($000) $2,840 Avg Close — Range —
Q3 2022
Shares 144,365 Value ($000) $3,007 Avg Close — Range —
Q2 2022
Shares 153,995 Value ($000) $3,566,524 Avg Close — Range —
Q1 2022
Shares 183,955 Value ($000) $4,788,349 Avg Close — Range —
Q4 2021
Shares 179,315 Value ($000) $5,069,235 Avg Close — Range —
Q3 2021
Shares 159,315 Value ($000) $4,577,120 Avg Close — Range —
Q2 2021
Shares 150,760 Value ($000) $4,424,806 Avg Close — Range —
Q1 2021
Shares 136,320 Value ($000) $3,972,365 Avg Close — Range —
Q4 2020
Shares 123,595 Value ($000) $3,859,872 Avg Close — Range —
Q3 2020
Shares 122,195 Value ($000) $3,625,526 Avg Close — Range —