ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

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

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

Q4 2025
Shares 3,596 Value ($000) $354 Avg Close — Range —
Q3 2025
Shares 3,562 Value ($000) $356 Avg Close — Range —
Q2 2025
Shares 3,562 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 3,562 Value ($000) $298 Avg Close — Range —
Q4 2024
Shares 3,562 Value ($000) $303 Avg Close — Range —
Q3 2024
Shares 3,562 Value ($000) $298 Avg Close — Range —
Q2 2024
Shares 3,562 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 3,562 Value ($000) $284 Avg Close — Range —
Q4 2023
Shares 3,562 Value ($000) $280 Avg Close — Range —
Q3 2023
Shares 3,872 Value ($000) $287 Avg Close — Range —
Q2 2023
Shares 3,872 Value ($000) $296 Avg Close — Range —
Q1 2023
Shares 3,872 Value ($000) $281 Avg Close — Range —
Q4 2022
Shares 3,312 Value ($000) $230 Avg Close — Range —