ISHARES TR

Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS

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

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

Q4 2025
Shares 348,128 Value ($000) $7,640 Avg Close — Range —
Q3 2025
Shares 305,115 Value ($000) $6,699 Avg Close — Range —
Q2 2025
Shares 297,293 Value ($000) $6,517 Avg Close — Range —
Q1 2025
Shares 268,440 Value ($000) $5,844 Avg Close — Range —
Q4 2024
Shares 234,130 Value ($000) $4,993 Avg Close — Range —
Q3 2024
Shares 212,862 Value ($000) $4,705 Avg Close — Range —
Q2 2024
Shares 178,349 Value ($000) $3,811 Avg Close — Range —