ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 11,007 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 80,338 Value ($000) $3,714 Avg Close — Range —
Q1 2025
Shares 76,516 Value ($000) $3,526 Avg Close — Range —
Q4 2024
Shares 92,407 Value ($000) $4,177 Avg Close — Range —
Q3 2024
Shares 140,104 Value ($000) $6,602 Avg Close — Range —
Q2 2024
Shares 114,741 Value ($000) $5,189 Avg Close — Range —
Q1 2024
Shares 104,615 Value ($000) $4,769 Avg Close — Range —
Q4 2023
Shares 68,821 Value ($000) $3,171 Avg Close — Range —
Q3 2023
Shares 179,629 Value ($000) $7,852 Avg Close — Range —
Q2 2023
Shares 120,345 Value ($000) $5,472 Avg Close — Range —
Q1 2023
Shares 113,479 Value ($000) $5,237 Avg Close — Range —
Q4 2022
Shares 85,956 Value ($000) $3,862 Avg Close — Range —
Q3 2022
Shares 46,179 Value ($000) $2,054 Avg Close — Range —
Q2 2022
Shares 64,113 Value ($000) $3,001 Avg Close — Range —
Q1 2022
Shares 88,468 Value ($000) $4,390 Avg Close — Range —
Q4 2021
Shares 72,351 Value ($000) $3,829 Avg Close — Range —
Q3 2021
Shares 68,986 Value ($000) $3,672 Avg Close — Range —
Q2 2021
Shares 48,429 Value ($000) $2,590 Avg Close — Range —
Q1 2021
Shares 18,015 Value ($000) $950 Avg Close — Range —