VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 414,081 Value ($000) $259,683 Avg Close — Range —
Q3 2025
Shares 407,397 Value ($000) $250,191 Avg Close — Range —
Q2 2025
Shares 390,586 Value ($000) $222,500 Avg Close — Range —
Q1 2025
Shares 379,096 Value ($000) $194,819 Avg Close — Range —
Q4 2024
Shares 371,333 Value ($000) $200,078 Avg Close — Range —
Q3 2024
Shares 339,695 Value ($000) $179,803 Avg Close — Range —
Q2 2024
Shares 285,027 Value ($000) $143,058 Avg Close — Range —
Q1 2024
Shares 290,331 Value ($000) $139,562 Avg Close — Range —
Q4 2023
Shares 275,154 Value ($000) $120,187 Avg Close — Range —
Q3 2023
Shares 215,122 Value ($000) $84,799 Avg Close — Range —
Q2 2023
Shares 213,368 Value ($000) $87,239 Avg Close — Range —
Q1 2023
Shares 207,340 Value ($000) $77,974 Avg Close — Range —
Q4 2022
Shares 195,180 Value ($000) $68,575 Avg Close — Range —
Q3 2022
Shares 184,169 Value ($000) $60,733 Avg Close — Range —
Q2 2022
Shares 166,641 Value ($000) $58,042 Avg Close — Range —
Q1 2022
Shares 169,316 Value ($000) $70,295 Avg Close — Range —
Q4 2021
Shares 145,886 Value ($000) $63,689 Avg Close — Range —
Q3 2021
Shares 145,205 Value ($000) $57,459 Avg Close — Range —
Q2 2021
Shares 138,285 Value ($000) $54,602 Avg Close — Range —
Q1 2021
Shares 123,038 Value ($000) $44,822 Avg Close — Range —
Q4 2020
Shares 98,449 Value ($000) $33,836 Avg Close — Range —
Q3 2020
Shares 82,224 Value ($000) $25,403 Avg Close — Range —
Q2 2020
Shares 68,780 Value ($000) $19,592 Avg Close — Range —
Q1 2020
Shares 41,951 Value ($000) $9,935 Avg Close — Range —
Q4 2019
Shares 1,789 Value ($000) $529 Avg Close — Range —
Q3 2019
Shares 2,170 Value ($000) $594 Avg Close — Range —