ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

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

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

Q4 2025
Shares 21,214 Value ($000) $975 Avg Close — Range —
Q3 2025
Shares 16,666 Value ($000) $751 Avg Close — Range —
Q2 2025
Shares 17,053 Value ($000) $705 Avg Close — Range —
Q1 2025
Shares 23,064 Value ($000) $886 Avg Close — Range —
Q4 2024
Shares 20,973 Value ($000) $882 Avg Close — Range —
Q3 2024
Shares 14,651 Value ($000) $613 Avg Close — Range —
Q2 2024
Shares 15,423 Value ($000) $594 Avg Close — Range —
Q1 2024
Shares 17,613 Value ($000) $709 Avg Close — Range —
Q4 2023
Shares 17,863 Value ($000) $679 Avg Close — Range —
Q3 2023
Shares 23,724 Value ($000) $801 Avg Close — Range —
Q2 2023
Shares 17,528 Value ($000) $623 Avg Close — Range —