ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

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

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

Q4 2025
Shares 119,154 Value ($000) $5,702 Avg Close — Range —
Q3 2025
Shares 121,387 Value ($000) $5,830 Avg Close — Range —
Q2 2025
Shares 125,686 Value ($000) $5,975 Avg Close — Range —
Q1 2025
Shares 125,788 Value ($000) $5,972 Avg Close — Range —
Q4 2024
Shares 112,620 Value ($000) $5,230 Avg Close — Range —
Q3 2024
Shares 97,180 Value ($000) $4,722 Avg Close — Range —
Q2 2024
Shares 99,944 Value ($000) $4,658 Avg Close — Range —
Q1 2024
Shares 103,360 Value ($000) $4,864 Avg Close — Range —
Q4 2023
Shares 95,627 Value ($000) $4,565 Avg Close — Range —
Q3 2023
Shares 59,582 Value ($000) $2,699 Avg Close — Range —
Q2 2023
Shares 9,939 Value ($000) $469 Avg Close — Range —
Q1 2023
Shares 18,201 Value ($000) $875 Avg Close — Range —
Q4 2022
Shares 18,949 Value ($000) $886 Avg Close — Range —