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Robertson Stephens Wealth Management, LLC
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 126,989 | -13,390 | 9,274,007,000 | -541,321,000 | $73,030.00 |
| 03/31/2023 | iSHARES TRUST | IWR | 140,379 | -44,201 | 9,815,328,000 | -2,634,609,000 | $69,920.20 |
| 12/31/2022 | iSHARES TRUST | IWR | 184,580 | -23,982 | 12,449,937,000 | 12,436,975,000 | $67,450.09 |
| 09/30/2022 | iSHARES TRUST | IWR | 208,562 | 57,549 | 12,962,000 | 3,198,000 | $62.15 |
| 06/30/2022 | iSHARES TRUST | IWR | 151,013 | 103,149 | 9,764,000 | 6,029,000 | $64.66 |
| 03/31/2022 | iSHARES TRUST | IWR | 47,864 | 20,165 | 3,735,000 | 1,569,000 | $78.03 |
| 09/30/2021 | iSHARES TRUST | IWR | 27,699 | -820 | 2,166,000 | -93,000 | $78.20 |
| 06/30/2021 | iSHARES TRUST | IWR | 28,519 | 705 | 2,259,000 | 203,000 | $79.21 |
| 03/31/2021 | iSHARES TRUST | IWR | 27,814 | 961 | 2,056,000 | 216,000 | $73.92 |
| 12/31/2020 | iSHARES TRUST | IWR | 26,853 | 5,107 | 1,840,000 | 593,000 | $68.52 |
| 09/30/2020 | iSHARES TRUST | IWR | 21,746 | 3,958 | 1,247,000 | 294,000 | $57.34 |
| 06/30/2020 | iSHARES TRUST | IWR | 17,788 | 123 | 953,000 | 190,000 | $53.58 |
| 03/31/2020 | iSHARES TRUST | IWR | 17,665 | 1,385 | 763,000 | -148,000 | $43.19 |
| 09/30/2019 | iSHARES TRUST | IWR | 16,280 | 2,588 | 911,000 | 146,000 | $55.96 |
| 06/30/2019 | iSHARES TRUST | IWR | 13,692 | 2,356 | 765,000 | 153,000 | $55.87 |
| 03/31/2019 | iSHARES TRUST | IWR | 11,336 | 0 | 612,000 | 85,000 | $53.99 |
| 12/31/2018 | iSHARES TRUST | IWR | 11,336 | 11,336 | 527,000 | 527,000 | $46.49 |
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