Bawa N Mallick Trust

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Lynnette Iglesias - Trustee
Location
Forest Hills, NY
Holdings as of
31 Mar 2025
Value $
$211,282,667
Num holdings
65
Filing time
12 Mar 2026, 12:32:14 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, QQQ, IVV, VOO, and IWF.
Previous filing
Q4 2024 - 12 Mar 2026
Next filing
Q2 2025 - 12 Mar 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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