INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 156,253 Value ($000) $29,932 Avg Close — Range —
Q3 2025
Shares 153,283 Value ($000) $29,078 Avg Close — Range —
Q2 2025
Shares 154,496 Value ($000) $28,078 Avg Close — Range —
Q1 2025
Shares 157,931 Value ($000) $27,358 Avg Close — Range —
Q4 2024
Shares 213,141 Value ($000) $37,349 Avg Close — Range —
Q3 2024
Shares 250,610 Value ($000) $44,899 Avg Close — Range —
Q2 2024
Shares 106,185 Value ($000) $17,444 Avg Close — Range —
Q1 2024
Shares 101,942 Value ($000) $17,266 Avg Close — Range —
Q4 2023
Shares 78,210 Value ($000) $12,341 Avg Close — Range —
Q3 2023
Shares 69,678 Value ($000) $9,873 Avg Close — Range —
Q2 2023
Shares 53,191 Value ($000) $7,960 Avg Close — Range —
Q1 2023
Shares 11,196 Value ($000) $1,619 Avg Close — Range —
Q4 2022
Shares 2,562 Value ($000) $362 Avg Close — Range —
Q3 2022
Shares 3,247 Value ($000) $413 Avg Close — Range —
Q2 2022
Shares 3,617 Value ($000) $485 Avg Close — Range —
Q1 2022
Shares 6,218 Value ($000) $980 Avg Close — Range —
Q4 2021
Shares 5,159 Value ($000) $839 Avg Close — Range —
Q3 2021
Shares 5,071 Value ($000) $759 Avg Close — Range —
Q2 2021
Shares 5,055 Value ($000) $761 Avg Close — Range —
Q1 2021
Shares 2,284 Value ($000) $323 Avg Close — Range —
Q4 2020
Shares 3,046 Value ($000) $388 Avg Close — Range —