ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 128,103 Value ($000) $13,721 Avg Close — Range —
Q3 2025
Shares 118,066 Value ($000) $12,573 Avg Close — Range —
Q2 2025
Shares 137,365 Value ($000) $14,352 Avg Close — Range —
Q1 2025
Shares 103,411 Value ($000) $10,904 Avg Close — Range —
Q4 2024
Shares 82,747 Value ($000) $8,817 Avg Close — Range —
Q3 2024
Shares 50,162 Value ($000) $5,449 Avg Close — Range —
Q2 2024
Shares 54,815 Value ($000) $5,841 Avg Close — Range —
Q1 2024
Shares 57,149 Value ($000) $6,149 Avg Close — Range —
Q4 2023
Shares 59,564 Value ($000) $6,457 Avg Close — Range —
Q3 2023
Shares 83,320 Value ($000) $8,544 Avg Close — Range —
Q2 2023
Shares 90,624 Value ($000) $9,672 Avg Close — Range —
Q1 2023
Shares 103,404 Value ($000) $11,141 Avg Close — Range —
Q4 2022
Shares 101,620 Value ($000) $10,723 Avg Close — Range —
Q3 2022
Shares 38,913 Value ($000) $3,991 Avg Close — Range —
Q2 2022
Shares 125,421 Value ($000) $13,339 Avg Close — Range —
Q1 2022
Shares 15,999 Value ($000) $1,754 Avg Close — Range —
Q4 2021
Shares 26,172 Value ($000) $3,043 Avg Close — Range —
Q3 2021
Shares 7,497 Value ($000) $870 Avg Close — Range —
Q2 2021
Shares 7,533 Value ($000) $882 Avg Close — Range —
Q1 2021
Shares 5,205 Value ($000) $604 Avg Close — Range —
Q4 2020
Shares 5,929 Value ($000) $694 Avg Close — Range —
Q3 2020
Shares 1,815 Value ($000) $210 Avg Close — Range —