ISHARES TR

Ticker: IBIF CUSIP: 46438G802 Class: IBONDS OCT 2029

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

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

Q4 2025
Shares 74,393 Value ($000) $1,936 Avg Close — Range —
Q3 2025
Shares 67,575 Value ($000) $1,792 Avg Close — Range —
Q2 2025
Shares 68,450 Value ($000) $1,808 Avg Close — Range —
Q1 2025
Shares 60,307 Value ($000) $1,592 Avg Close — Range —
Q4 2024
Shares 62,263 Value ($000) $1,580 Avg Close — Range —
Q3 2024
Shares 58,308 Value ($000) $1,528 Avg Close — Range —
Q2 2024
Shares 49,419 Value ($000) $1,273 Avg Close — Range —