ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 6,078 Value ($000) $1,830 Avg Close — Range —
Q3 2025
Shares 6,126 Value ($000) $1,661 Avg Close — Range —
Q2 2025
Shares 6,334 Value ($000) $1,512 Avg Close — Range —
Q1 2025
Shares 6,999 Value ($000) $1,317 Avg Close — Range —
Q4 2024
Shares 7,861 Value ($000) $1,694 Avg Close — Range —
Q3 2024
Shares 16,153 Value ($000) $3,725 Avg Close — Range —
Q2 2024
Shares 4,543 Value ($000) $1,120 Avg Close — Range —
Q1 2024
Shares 4,611 Value ($000) $1,042 Avg Close — Range —
Q4 2023
Shares 1,537 Value ($000) $885 Avg Close — Range —
Q3 2023
Shares 1,547 Value ($000) $735 Avg Close — Range —
Q2 2023
Shares 1,936 Value ($000) $982 Avg Close — Range —
Q1 2023
Shares 3,205 Value ($000) $1,425 Avg Close — Range —
Q4 2022
Shares 3,205 Value ($000) $1,115 Avg Close — Range —
Q1 2022
Shares 1,871 Value ($000) $885 Avg Close — Range —
Q4 2021
Shares 1,871 Value ($000) $1,015 Avg Close — Range —
Q3 2021
Shares 1,597 Value ($000) $712 Avg Close — Range —
Q2 2021
Shares 1,597 Value ($000) $725 Avg Close — Range —
Q1 2021
Shares 1,597 Value ($000) $677 Avg Close — Range —
Q4 2020
Shares 1,597 Value ($000) $605 Avg Close — Range —
Q3 2020
Shares 1,427 Value ($000) $434 Avg Close — Range —
Q2 2020
Shares 797 Value ($000) $215 Avg Close — Range —