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Robertson Stephens Wealth Management, LLC
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVW | 163,809 | 34,067 | 11,545,241,000 | 3,256,004,000 | $70,479.89 |
| 03/31/2023 | iSHARES TRUST | IVW | 129,742 | -14,709 | 8,289,237,000 | -161,200,000 | $63,890.16 |
| 12/31/2022 | iSHARES TRUST | IVW | 144,451 | 9,317 | 8,450,437,000 | 8,442,620,000 | $58,500.37 |
| 09/30/2022 | iSHARES TRUST | IVW | 135,134 | 54,478 | 7,817,000 | 2,950,000 | $57.85 |
| 06/30/2022 | iSHARES TRUST | IVW | 80,656 | -2,284 | 4,867,000 | -1,468,000 | $60.34 |
| 03/31/2022 | iSHARES TRUST | IVW | 82,940 | 10,882 | 6,335,000 | 1,010,000 | $76.38 |
| 09/30/2021 | iSHARES TRUST | IVW | 72,058 | 17,541 | 5,325,000 | 1,360,000 | $73.90 |
| 06/30/2021 | iSHARES TRUST | IVW | 54,517 | 556 | 3,965,000 | 452,000 | $72.73 |
| 03/31/2021 | iSHARES TRUST | IVW | 53,961 | 14,584 | 3,513,000 | 1,000,000 | $65.10 |
| 12/31/2020 | iSHARES TRUST | IVW | 39,377 | 30,585 | 2,513,000 | 482,000 | $63.82 |
| 09/30/2020 | iSHARES TRUST | IVW | 8,792 | 401 | 2,031,000 | 290,000 | $231.01 |
| 06/30/2020 | iSHARES TRUST | IVW | 8,391 | 1,084 | 1,741,000 | 535,000 | $207.48 |
| 03/31/2020 | iSHARES TRUST | IVW | 7,307 | 224 | 1,206,000 | -69,000 | $165.05 |
| 09/30/2019 | iSHARES TRUST | IVW | 7,083 | 2,818 | 1,275,000 | 511,000 | $180.01 |
| 06/30/2019 | iSHARES TRUST | IVW | 4,265 | 1,683 | 764,000 | 319,000 | $179.13 |
| 03/31/2019 | iSHARES TRUST | IVW | 2,582 | 0 | 445,000 | 56,000 | $172.35 |
| 12/31/2018 | iSHARES TRUST | IVW | 2,582 | 2,582 | 389,000 | 389,000 | $150.66 |
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