ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 9,514 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 9,805 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 9,806 Value ($000) $249 Avg Close — Range —
Q1 2025
Shares 17,035 Value ($000) $430 Avg Close — Range —
Q4 2024
Shares 21,931 Value ($000) $546 Avg Close — Range —
Q3 2024
Shares 19,571 Value ($000) $500 Avg Close — Range —
Q2 2024
Shares 19,484 Value ($000) $483 Avg Close — Range —
Q1 2024
Shares 20,504 Value ($000) $511 Avg Close — Range —
Q4 2023
Shares 14,304 Value ($000) $359 Avg Close — Range —
Q3 2023
Shares 12,300 Value ($000) $296 Avg Close — Range —
Q2 2023
Shares 12,300 Value ($000) $301 Avg Close — Range —
Q1 2023
Shares 12,300 Value ($000) $307 Avg Close — Range —
Q4 2022
Shares 12,300 Value ($000) $299 Avg Close — Range —