ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

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

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

Q1 2025
Shares 7,189 Value ($000) $302 Avg Close — Range —
Q4 2024
Shares 7,493 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 7,372 Value ($000) $298 Avg Close — Range —
Q2 2024
Shares 7,566 Value ($000) $314 Avg Close — Range —
Q1 2024
Shares 14,388 Value ($000) $618 Avg Close — Range —
Q4 2023
Shares 10,917 Value ($000) $427 Avg Close — Range —
Q2 2022
Shares 10,916 Value ($000) $369 Avg Close — Range —
Q1 2022
Shares 15,269 Value ($000) $551 Avg Close — Range —
Q4 2021
Shares 16,625 Value ($000) $457 Avg Close — Range —
Q3 2021
Shares 19,206 Value ($000) $515 Avg Close — Range —