ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 23,490 Value ($000) $542 Avg Close — Range —
Q3 2025
Shares 23,490 Value ($000) $549 Avg Close — Range —
Q2 2025
Shares 21,610 Value ($000) $502 Avg Close — Range —
Q1 2025
Shares 15,397 Value ($000) $358 Avg Close — Range —
Q4 2024
Shares 22,918 Value ($000) $531 Avg Close — Range —
Q3 2024
Shares 42,645 Value ($000) $998 Avg Close — Range —
Q2 2024
Shares 46,922 Value ($000) $1,075 Avg Close — Range —
Q1 2024
Shares 116,987 Value ($000) $2,698 Avg Close — Range —
Q4 2023
Shares 110,320 Value ($000) $2,529 Avg Close — Range —
Q3 2023
Shares 117,228 Value ($000) $2,641 Avg Close — Range —
Q2 2023
Shares 189,488 Value ($000) $4,311 Avg Close — Range —
Q1 2023
Shares 208,460 Value ($000) $4,753 Avg Close — Range —
Q4 2022
Shares 236,101 Value ($000) $5,279 Avg Close — Range —