VANECK ETF TRUST

Ticker: MOAT CUSIP: 92189F643 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 124,895 Value ($000) $12,934 Avg Close Range
Q3 2025
Shares 124,760 Value ($000) $12,365 Avg Close Range
Q2 2025
Shares 122,685 Value ($000) $11,507 Avg Close Range
Q1 2025
Shares 131,090 Value ($000) $11,536 Avg Close Range
Q4 2024
Shares 133,677 Value ($000) $12,395 Avg Close Range
Q3 2024
Shares 139,881 Value ($000) $13,561 Avg Close Range
Q2 2024
Shares 11,353 Value ($000) $983 Avg Close Range
Q3 2023
Shares 71,576 Value ($000) $5,428 Avg Close Range