ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 245,962 Value ($000) $12,733 Avg Close — Range —
Q3 2025
Shares 238,156 Value ($000) $12,437 Avg Close — Range —
Q2 2025
Shares 240,233 Value ($000) $12,358 Avg Close — Range —
Q1 2025
Shares 266,299 Value ($000) $13,603 Avg Close — Range —
Q4 2024
Shares 262,959 Value ($000) $13,222 Avg Close — Range —
Q3 2024
Shares 359,200 Value ($000) $18,887 Avg Close — Range —
Q1 2024
Shares 9,070 Value ($000) $460 Avg Close — Range —
Q4 2023
Shares 10,261 Value ($000) $526 Avg Close — Range —