ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 42,840 Value ($000) $3,626 Avg Close — Range —
Q3 2025
Shares 55,463 Value ($000) $4,580 Avg Close — Range —
Q2 2025
Shares 40,401 Value ($000) $3,123 Avg Close — Range —
Q1 2025
Shares 53,129 Value ($000) $3,709 Avg Close — Range —
Q4 2024
Shares 58,023 Value ($000) $3,838 Avg Close — Range —
Q3 2024
Shares 61,587 Value ($000) $4,473 Avg Close — Range —
Q2 2024
Shares 62,270 Value ($000) $4,207 Avg Close — Range —
Q1 2024
Shares 62,220 Value ($000) $4,222 Avg Close — Range —
Q4 2023
Shares 78,796 Value ($000) $5,116 Avg Close — Range —
Q3 2023
Shares 63,297 Value ($000) $3,797 Avg Close — Range —
Q2 2023
Shares 57,121 Value ($000) $3,577 Avg Close — Range —
Q1 2023
Shares 60,718 Value ($000) $3,762 Avg Close — Range —
Q4 2022
Shares 69,449 Value ($000) $4,020 Avg Close — Range —
Q3 2022
Shares 51,569 Value ($000) $2,625 Avg Close — Range —
Q2 2022
Shares 147,514 Value ($000) $8,412 Avg Close — Range —
Q1 2022
Shares 21,430 Value ($000) $1,426 Avg Close — Range —
Q4 2021
Shares 25,614 Value ($000) $1,819 Avg Close — Range —
Q3 2021
Shares 20,711 Value ($000) $1,470 Avg Close — Range —
Q2 2021
Shares 20,746 Value ($000) $1,520 Avg Close — Range —
Q1 2021
Shares 18,966 Value ($000) $1,332 Avg Close — Range —
Q4 2020
Shares 4,806 Value ($000) $322 Avg Close — Range —
Q3 2020
Shares 5,090 Value ($000) $296 Avg Close — Range —
Q2 2020
Shares 4,844 Value ($000) $264 Avg Close — Range —