J P MORGAN EXCHANGE TRADED F

Ticker: BBUS CUSIP: 46641Q399 Class: BETABUILDRS US

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

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

Q4 2025
Shares 791,483 Value ($000) $97,598 Avg Close — Range —
Q3 2025
Shares 464,962 Value ($000) $56,102 Avg Close — Range —
Q2 2025
Shares 441,230 Value ($000) $49,383 Avg Close — Range —
Q1 2025
Shares 275,608 Value ($000) $27,806 Avg Close — Range —
Q4 2024
Shares 267,175 Value ($000) $28,299 Avg Close — Range —
Q3 2024
Shares 196,861 Value ($000) $20,391 Avg Close — Range —