ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 92,276 Value ($000) $8,775 Avg Close — Range —
Q3 2025
Shares 71,039 Value ($000) $6,605 Avg Close — Range —
Q2 2025
Shares 61,117 Value ($000) $5,453 Avg Close — Range —
Q1 2025
Shares 67,697 Value ($000) $5,530 Avg Close — Range —
Q4 2024
Shares 50,766 Value ($000) $3,865 Avg Close — Range —
Q3 2024
Shares 53,636 Value ($000) $4,515 Avg Close — Range —
Q2 2024
Shares 59,232 Value ($000) $4,666 Avg Close — Range —
Q1 2024
Shares 56,140 Value ($000) $4,486 Avg Close — Range —
Q4 2023
Shares 57,847 Value ($000) $4,370 Avg Close — Range —
Q3 2023
Shares 59,465 Value ($000) $4,111 Avg Close — Range —
Q2 2023
Shares 50,306 Value ($000) $3,669 Avg Close — Range —
Q1 2023
Shares 18,522 Value ($000) $1,331 Avg Close — Range —
Q4 2022
Shares 18,916 Value ($000) $1,244 Avg Close — Range —
Q3 2022
Shares 7,168 Value ($000) $402 Avg Close — Range —
Q2 2022
Shares 11,644 Value ($000) $730 Avg Close — Range —
Q1 2022
Shares 10,339 Value ($000) $762 Avg Close — Range —