SPDR SER TR

Ticker: BIL CUSIP: 78468R663 Class: ETF

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

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

Q4 2025
Shares 8,804 Value ($000) $805 Avg Close — Range —
Q3 2025
Shares 2,356 Value ($000) $216 Avg Close — Range —
Q2 2025
Shares 2,458 Value ($000) $225 Avg Close — Range —
Q1 2025
Shares 3,341 Value ($000) $306 Avg Close — Range —
Q4 2024
Shares 3,372 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 16,967 Value ($000) $1,558 Avg Close — Range —
Q2 2024
Shares 3,221 Value ($000) $296 Avg Close — Range —
Q1 2020
Shares 12,151 Value ($000) $1,113 Avg Close — Range —