VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

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

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

Q4 2025
Shares 6,103 Value ($000) $540 Avg Close — Range —
Q3 2025
Shares 5,480 Value ($000) $501 Avg Close — Range —
Q2 2025
Shares 6,296 Value ($000) $561 Avg Close — Range —
Q1 2025
Shares 6,602 Value ($000) $598 Avg Close — Range —
Q4 2024
Shares 7,936 Value ($000) $707 Avg Close — Range —
Q3 2024
Shares 8,913 Value ($000) $876 Avg Close — Range —
Q2 2024
Shares 8,134 Value ($000) $690 Avg Close — Range —
Q1 2024
Shares 14,176 Value ($000) $1,226 Avg Close — Range —
Q4 2023
Shares 12,167 Value ($000) $1,075 Avg Close — Range —
Q3 2023
Shares 17,681 Value ($000) $1,351 Avg Close — Range —
Q2 2023
Shares 10,252 Value ($000) $866 Avg Close — Range —
Q1 2023
Shares 12,050 Value ($000) $1,001 Avg Close — Range —
Q4 2022
Shares 15,581 Value ($000) $1,285 Avg Close — Range —
Q3 2022
Shares 20,168 Value ($000) $1,616 Avg Close — Range —
Q2 2022
Shares 16,793 Value ($000) $1,530 Avg Close — Range —
Q1 2022
Shares 14,869 Value ($000) $1,611 Avg Close — Range —
Q4 2021
Shares 15,228 Value ($000) $1,766 Avg Close — Range —
Q3 2021
Shares 9,595 Value ($000) $976 Avg Close — Range —
Q2 2021
Shares 9,669 Value ($000) $984 Avg Close — Range —
Q1 2021
Shares 6,378 Value ($000) $585 Avg Close — Range —