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Robertson Stephens Wealth Management, LLC
> SHY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SHY | 208,676 | -4,067 | 16,919,482,000 | -559,483,000 | $81,080.15 |
| 03/31/2023 | iSHARES TRUST | SHY | 212,743 | 212,743 | 17,478,965,000 | 17,478,965,000 | $82,160.00 |
| 12/31/2022 | iSHARES TRUST | SHY | 0 | -2,986 | 0 | -242,000 | |
| 09/30/2022 | iSHARES TRUST | SHY | 2,986 | -12,987 | 242,000 | -1,080,000 | $81.04 |
| 06/30/2022 | iSHARES TRUST | SHY | 15,973 | 15,973 | 1,322,000 | 1,322,000 | $82.76 |
| 03/31/2022 | iSHARES TRUST | SHY | 0 | -10,255 | 0 | -883,000 | |
| 09/30/2021 | iSHARES TRUST | SHY | 10,255 | 10,255 | 883,000 | 883,000 | $86.10 |
| 09/30/2020 | iSHARES TRUST | SHY | 0 | -4,168 | 0 | -360,000 | |
| 06/30/2020 | iSHARES TRUST | SHY | 4,168 | -19,752 | 360,000 | -1,713,000 | $86.37 |
| 03/31/2020 | iSHARES TRUST | SHY | 23,920 | 6,797 | 2,073,000 | 621,000 | $86.66 |
| 09/30/2019 | iSHARES TRUST | SHY | 17,123 | -842 | 1,452,000 | -71,000 | $84.80 |
| 06/30/2019 | iSHARES TRUST | SHY | 17,965 | -40,924 | 1,523,000 | -3,431,000 | $84.78 |
| 03/31/2019 | iSHARES TRUST | SHY | 58,889 | 9,944 | 4,954,000 | 861,000 | $84.12 |
| 12/31/2018 | iSHARES TRUST | SHY | 48,945 | 48,945 | 4,093,000 | 4,093,000 | $83.62 |
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