J P MORGAN EXCHANGE TRADED F

Ticker: BBAX CUSIP: 46641Q233 Class: ETF

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

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

Q4 2025
Shares 19,139 Value ($000) $1,078 Avg Close — Range —
Q3 2025
Shares 4,515 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 4,513 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 4,510 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 4,508 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 4,606 Value ($000) $249 Avg Close — Range —
Q2 2024
Shares 4,601 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 30,672 Value ($000) $1,477 Avg Close — Range —
Q4 2023
Shares 28,875 Value ($000) $1,430 Avg Close — Range —
Q3 2023
Shares 5,464 Value ($000) $246 Avg Close — Range —
Q1 2023
Shares 4,167 Value ($000) $205 Avg Close — Range —
Q4 2021
Shares 8,044 Value ($000) $435 Avg Close — Range —
Q3 2021
Shares 8,044 Value ($000) $435 Avg Close — Range —