ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 15,723 Value ($000) $588 Avg Close — Range —
Q3 2025
Shares 6,655 Value ($000) $251 Avg Close — Range —
Q2 2025
Shares 78,475 Value ($000) $2,944 Avg Close — Range —
Q4 2024
Shares 111,064 Value ($000) $4,086 Avg Close — Range —
Q3 2024
Shares 5,567 Value ($000) $210 Avg Close — Range —
Q2 2024
Shares 52,323 Value ($000) $1,898 Avg Close — Range —
Q1 2024
Shares 56,140 Value ($000) $2,054 Avg Close — Range —
Q4 2023
Shares 78,599 Value ($000) $2,857 Avg Close — Range —
Q3 2023
Shares 136,798 Value ($000) $4,748 Avg Close — Range —
Q2 2023
Shares 44,787 Value ($000) $1,581 Avg Close — Range —
Q1 2023
Shares 39,435 Value ($000) $1,402 Avg Close — Range —
Q4 2022
Shares 47,532 Value ($000) $1,641 Avg Close — Range —