VANGUARD SCOTTSDALE FDS

Ticker: VGSH CUSIP: 92206C102 Class: SHORT TERM TREAS

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

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

Q4 2025
Shares 94,636 Value ($000) $5,558 Avg Close — Range —
Q3 2025
Shares 79,983 Value ($000) $4,707 Avg Close — Range —
Q2 2025
Shares 86,730 Value ($000) $5,098 Avg Close — Range —
Q1 2025
Shares 124,159 Value ($000) $7,287 Avg Close — Range —
Q4 2024
Shares 107,848 Value ($000) $6,275 Avg Close — Range —
Q3 2024
Shares 85,572 Value ($000) $5,050 Avg Close — Range —
Q2 2024
Shares 104,743 Value ($000) $6,074 Avg Close — Range —
Q1 2024
Shares 25,174 Value ($000) $1,462 Avg Close — Range —
Q4 2023
Shares 32,749 Value ($000) $1,910 Avg Close — Range —
Q3 2023
Shares 100,434 Value ($000) $5,785 Avg Close — Range —
Q2 2023
Shares 31,465 Value ($000) $1,816 Avg Close — Range —
Q1 2023
Shares 6,495 Value ($000) $380 Avg Close — Range —
Q4 2022
Shares 20,263 Value ($000) $1,172 Avg Close — Range —
Q2 2020
Shares 4,491 Value ($000) $279 Avg Close — Range —
Q1 2020
Shares 4,009 Value ($000) $250 Avg Close — Range —