ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 2,373 Value ($000) $253 Avg Close — Range —
Q3 2025
Shares 2,592 Value ($000) $277 Avg Close — Range —
Q2 2025
Shares 2,591 Value ($000) $276 Avg Close — Range —
Q2 2023
Shares 7,400 Value ($000) $770 Avg Close — Range —
Q1 2023
Shares 7,048 Value ($000) $738 Avg Close — Range —
Q4 2022
Shares 7,013 Value ($000) $731 Avg Close — Range —
Q3 2022
Shares 43,383 Value ($000) $4,453 Avg Close — Range —
Q2 2022
Shares 47,760 Value ($000) $4,999 Avg Close — Range —
Q1 2022
Shares 42,312 Value ($000) $4,425 Avg Close — Range —
Q4 2021
Shares 2,122 Value ($000) $227 Avg Close — Range —
Q3 2021
Shares 2,102 Value ($000) $226 Avg Close — Range —
Q2 2021
Shares 2,148 Value ($000) $231 Avg Close — Range —
Q1 2021
Shares 2,102 Value ($000) $226 Avg Close — Range —
Q4 2020
Shares 2,102 Value ($000) $227 Avg Close — Range —
Q3 2020
Shares 2,102 Value ($000) $227 Avg Close — Range —