ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 29,558 Value ($000) $4,119 Avg Close — Range —
Q3 2025
Shares 33,605 Value ($000) $4,559 Avg Close — Range —
Q2 2025
Shares 32,564 Value ($000) $4,127 Avg Close — Range —
Q1 2025
Shares 34,429 Value ($000) $3,955 Avg Close — Range —
Q4 2024
Shares 46,789 Value ($000) $5,689 Avg Close — Range —
Q3 2024
Shares 63,090 Value ($000) $7,594 Avg Close — Range —
Q2 2024
Shares 69,685 Value ($000) $7,831 Avg Close — Range —
Q1 2024
Shares 69,151 Value ($000) $7,549 Avg Close — Range —
Q4 2023
Shares 70,296 Value ($000) $7,065 Avg Close — Range —
Q3 2023
Shares 67,930 Value ($000) $6,138 Avg Close — Range —
Q2 2023
Shares 57,689 Value ($000) $5,402 Avg Close — Range —
Q1 2023
Shares 30,650 Value ($000) $2,690 Avg Close — Range —
Q4 2022
Shares 31,352 Value ($000) $2,581 Avg Close — Range —
Q3 2022
Shares 22,647 Value ($000) $1,719 Avg Close — Range —
Q2 2022
Shares 25,339 Value ($000) $2,044 Avg Close — Range —
Q1 2022
Shares 23,441 Value ($000) $2,270 Avg Close — Range —
Q4 2021
Shares 4,388 Value ($000) $466 Avg Close — Range —