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Robertson Stephens Wealth Management, LLC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 118,236 | -3,803 | 19,058,470,000 | 537,842,000 | $161,190.08 |
| 03/31/2023 | iSHARES TRUST | IVE | 122,039 | 14,520 | 18,520,628,000 | 2,922,713,000 | $151,759.91 |
| 12/31/2022 | iSHARES TRUST | IVE | 107,519 | 51,158 | 15,597,915,000 | 15,590,672,000 | $145,071.24 |
| 09/30/2022 | iSHARES TRUST | IVE | 56,361 | 25,999 | 7,243,000 | 3,070,000 | $128.51 |
| 06/30/2022 | iSHARES TRUST | IVE | 30,362 | -600 | 4,173,000 | -648,000 | $137.44 |
| 03/31/2022 | iSHARES TRUST | IVE | 30,962 | 6,907 | 4,821,000 | 1,323,000 | $155.71 |
| 09/30/2021 | iSHARES TRUST | IVE | 24,055 | 11,000 | 3,498,000 | 1,571,000 | $145.42 |
| 06/30/2021 | iSHARES TRUST | IVE | 13,055 | -841 | 1,927,000 | -35,000 | $147.61 |
| 03/31/2021 | iSHARES TRUST | IVE | 13,896 | 11,587 | 1,962,000 | 1,667,000 | $141.19 |
| 12/31/2020 | iSHARES TRUST | IVE | 2,309 | -28 | 295,000 | 33,000 | $127.76 |
| 09/30/2020 | iSHARES TRUST | IVE | 2,337 | 35 | 262,000 | 13,000 | $112.11 |
| 06/30/2020 | iSHARES TRUST | IVE | 2,302 | 2,302 | 249,000 | 249,000 | $108.17 |
| 03/31/2020 | iSHARES TRUST | IVE | 0 | -2,412 | 0 | -287,000 | |
| 09/30/2019 | iSHARES TRUST | IVE | 2,412 | 0 | 287,000 | 6,000 | $118.99 |
| 06/30/2019 | iSHARES TRUST | IVE | 2,412 | -1,201 | 281,000 | -126,000 | $116.50 |
| 03/31/2019 | iSHARES TRUST | IVE | 3,613 | 0 | 407,000 | 42,000 | $112.65 |
| 12/31/2018 | iSHARES TRUST | IVE | 3,613 | 3,613 | 365,000 | 365,000 | $101.02 |
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