ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 5,787 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 5,782 Value ($000) $732 Avg Close — Range —
Q2 2025
Shares 6,315 Value ($000) $764 Avg Close — Range —
Q1 2025
Shares 6,763 Value ($000) $763 Avg Close — Range —
Q4 2024
Shares 7,666 Value ($000) $848 Avg Close — Range —
Q3 2024
Shares 13,565 Value ($000) $1,409 Avg Close — Range —
Q2 2024
Shares 15,206 Value ($000) $1,438 Avg Close — Range —
Q1 2024
Shares 15,014 Value ($000) $1,436 Avg Close — Range —