ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 27,267 Value ($000) $1,217 Avg Close — Range —
Q3 2025
Shares 21,344 Value ($000) $936 Avg Close — Range —
Q2 2025
Shares 20,792 Value ($000) $863 Avg Close — Range —
Q1 2025
Shares 18,914 Value ($000) $739 Avg Close — Range —
Q4 2024
Shares 9,057 Value ($000) $379 Avg Close — Range —