ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 99,662 Value ($000) $10,004 Avg Close — Range —
Q3 2025
Shares 106,230 Value ($000) $10,697 Avg Close — Range —
Q2 2025
Shares 155,404 Value ($000) $15,648 Avg Close — Range —
Q1 2025
Shares 143,945 Value ($000) $14,491 Avg Close — Range —
Q4 2024
Shares 38,916 Value ($000) $3,904 Avg Close — Range —
Q3 2024
Shares 21,903 Value ($000) $2,206 Avg Close — Range —
Q2 2024
Shares 51,440 Value ($000) $5,181 Avg Close — Range —
Q1 2024
Shares 25,309 Value ($000) $2,549 Avg Close — Range —
Q4 2023
Shares 67,588 Value ($000) $6,777 Avg Close — Range —
Q3 2023
Shares 56,221 Value ($000) $5,660 Avg Close — Range —
Q2 2023
Shares 56,555 Value ($000) $5,691 Avg Close — Range —
Q1 2023
Shares 54,704 Value ($000) $5,502 Avg Close — Range —
Q4 2022
Shares 60,236 Value ($000) $6,032 Avg Close — Range —