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Robertson Stephens Wealth Management, LLC
> IWP
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWP | 7,765 | -7,400 | 750,332,000 | -630,441,000 | $96,630.01 |
| 03/31/2023 | iSHARES TRUST | IWP | 15,165 | -1,058 | 1,380,773,000 | 24,463,000 | $91,049.98 |
| 12/31/2022 | iSHARES TRUST | IWP | 16,223 | -1,750 | 1,356,310,000 | 1,354,901,000 | $83,604.14 |
| 09/30/2022 | iSHARES TRUST | IWP | 17,973 | -2,900 | 1,409,000 | -244,000 | $78.40 |
| 06/30/2022 | iSHARES TRUST | IWP | 20,873 | -3,364 | 1,653,000 | -782,000 | $79.19 |
| 03/31/2022 | iSHARES TRUST | IWP | 24,237 | 21,417 | 2,435,000 | 2,119,000 | $100.47 |
| 09/30/2021 | iSHARES TRUST | IWP | 2,820 | -167 | 316,000 | -22,000 | $112.06 |
| 06/30/2021 | iSHARES TRUST | IWP | 2,987 | 334 | 338,000 | 68,000 | $113.16 |
| 03/31/2021 | iSHARES TRUST | IWP | 2,653 | 0 | 270,000 | -2,000 | $101.77 |
| 12/31/2020 | iSHARES TRUST | IWP | 2,653 | 1,327 | 272,000 | 43,000 | $102.53 |
| 09/30/2020 | iSHARES TRUST | IWP | 1,326 | 1 | 229,000 | 20,000 | $172.70 |
| 06/30/2020 | iSHARES TRUST | IWP | 1,325 | 1,325 | 209,000 | 209,000 | $157.74 |
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