Bawa N Mallick Trust

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Lynnette Iglesias - Trustee
Location
Forest Hills, NY
Holdings as of
31 Dec 2024
Value $
$227,831,857
Num holdings
68
Filing time
12 Mar 2026, 12:29:15 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, QQQ, IVV, IWF, and VOO.
Next filing
Q1 2025 - 12 Mar 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lynnette Iglesias Trustee Forest Hills, New York 12 Mar 2026