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Robertson Stephens Wealth Management, LLC
> SUSL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUSL | 27,083 | 20,215 | 2,096,766,000 | 1,607,352,000 | $77,420.01 |
| 03/31/2023 | iSHARES TRUST | SUSL | 6,868 | -5,797 | 489,414,000 | -350,402,000 | $71,260.05 |
| 12/31/2022 | iSHARES TRUST | SUSL | 12,665 | -2,013 | 839,816,000 | 838,910,000 | $66,309.99 |
| 09/30/2022 | iSHARES TRUST | SUSL | 14,678 | -32,127 | 906,000 | -2,201,000 | $61.73 |
| 06/30/2022 | iSHARES TRUST | SUSL | 46,805 | 36,709 | 3,107,000 | 2,308,000 | $66.38 |
| 03/31/2022 | iSHARES TRUST | SUSL | 10,096 | 2,242 | 799,000 | 207,000 | $79.14 |
| 09/30/2021 | iSHARES TRUST | SUSL | 7,854 | 0 | 592,000 | 3,000 | $75.38 |
| 06/30/2021 | iSHARES TRUST | SUSL | 7,854 | 0 | 589,000 | 45,000 | $74.99 |
| 03/31/2021 | iSHARES TRUST | SUSL | 7,854 | 497 | 544,000 | 67,000 | $69.26 |
| 12/31/2020 | iSHARES TRUST | SUSL | 7,357 | 7,357 | 477,000 | 477,000 | $64.84 |
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