VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 74,502 Value ($000) $10,693 Avg Close — Range —
Q3 2025
Shares 78,468 Value ($000) $11,060 Avg Close — Range —
Q2 2025
Shares 79,130 Value ($000) $10,549 Avg Close — Range —
Q1 2025
Shares 69,000 Value ($000) $8,898 Avg Close — Range —
Q4 2024
Shares 69,969 Value ($000) $8,927 Avg Close — Range —
Q3 2024
Shares 68,936 Value ($000) $8,838 Avg Close — Range —
Q2 2024
Shares 1,712 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 3,564 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 3,564 Value ($000) $398 Avg Close — Range —
Q3 2023
Shares 3,644 Value ($000) $376 Avg Close — Range —
Q2 2022
Shares 2,296 Value ($000) $233 Avg Close — Range —
Q1 2022
Shares 2,403 Value ($000) $269 Avg Close — Range —
Q4 2021
Shares 2,419 Value ($000) $271 Avg Close — Range —
Q2 2021
Shares 2,020 Value ($000) $211 Avg Close — Range —