ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 513,648 Value ($000) $12,022 Avg Close — Range —
Q3 2025
Shares 468,819 Value ($000) $11,003 Avg Close — Range —
Q2 2025
Shares 435,673 Value ($000) $10,164 Avg Close — Range —
Q1 2025
Shares 359,346 Value ($000) $8,312 Avg Close — Range —
Q4 2024
Shares 337,174 Value ($000) $7,688 Avg Close — Range —
Q3 2024
Shares 273,347 Value ($000) $6,426 Avg Close — Range —
Q2 2024
Shares 253,221 Value ($000) $5,741 Avg Close — Range —
Q1 2024
Shares 20,287 Value ($000) $463 Avg Close — Range —
Q4 2023
Shares 13,754 Value ($000) $317 Avg Close — Range —
Q3 2023
Shares 11,500 Value ($000) $252 Avg Close — Range —
Q2 2023
Shares 11,500 Value ($000) $258 Avg Close — Range —