ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 444,960 Value ($000) $13,776 Avg Close — Range —
Q3 2025
Shares 449,344 Value ($000) $14,208 Avg Close — Range —
Q2 2025
Shares 450,200 Value ($000) $13,812 Avg Close — Range —
Q1 2025
Shares 491,042 Value ($000) $15,090 Avg Close — Range —
Q4 2024
Shares 480,786 Value ($000) $15,116 Avg Close — Range —
Q3 2024
Shares 617,585 Value ($000) $20,522 Avg Close — Range —
Q2 2024
Shares 13,807 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 13,807 Value ($000) $445 Avg Close — Range —
Q4 2023
Shares 13,998 Value ($000) $437 Avg Close — Range —
Q3 2023
Shares 16,361 Value ($000) $493 Avg Close — Range —
Q2 2023
Shares 14,936 Value ($000) $462 Avg Close — Range —
Q1 2023
Shares 15,401 Value ($000) $481 Avg Close — Range —
Q4 2022
Shares 8,000 Value ($000) $244 Avg Close — Range —
Q3 2022
Shares 8,000 Value ($000) $253 Avg Close — Range —
Q2 2022
Shares 8,165 Value ($000) $268 Avg Close — Range —
Q1 2022
Shares 10,040 Value ($000) $365 Avg Close — Range —
Q4 2021
Shares 6,000 Value ($000) $236 Avg Close — Range —
Q4 2020
Shares 5,737 Value ($000) $220 Avg Close — Range —
Q4 2019
Shares 10,355 Value ($000) $389 Avg Close — Range —
Q3 2019
Shares 11,416 Value ($000) $428 Avg Close — Range —
Q2 2019
Shares 11,509 Value ($000) $424 Avg Close — Range —
Q1 2019
Shares 12,380 Value ($000) $452 Avg Close — Range —
Q4 2018
Shares 7,855 Value ($000) $269 Avg Close — Range —