VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

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

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

Q4 2025
Shares 15,657 Value ($000) $1,894 Avg Close — Range —
Q3 2025
Shares 14,166 Value ($000) $1,678 Avg Close — Range —
Q2 2025
Shares 14,403 Value ($000) $1,579 Avg Close — Range —
Q1 2025
Shares 14,447 Value ($000) $1,415 Avg Close — Range —
Q4 2024
Shares 14,467 Value ($000) $1,517 Avg Close — Range —
Q3 2024
Shares 14,721 Value ($000) $1,496 Avg Close — Range —
Q2 2024
Shares 9,103 Value ($000) $879 Avg Close — Range —
Q1 2024
Shares 8,150 Value ($000) $759 Avg Close — Range —
Q4 2023
Shares 8,150 Value ($000) $693 Avg Close — Range —
Q3 2023
Shares 8,150 Value ($000) $613 Avg Close — Range —
Q2 2023
Shares 13,060 Value ($000) $1,023 Avg Close — Range —
Q1 2023
Shares 25,220 Value ($000) $1,809 Avg Close — Range —
Q4 2022
Shares 25,220 Value ($000) $1,661 Avg Close — Range —