RSWM

Robertson Stephens Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,387	Closed	-$263K	–	359
2022 Q2	$263K	Sell	3,387 -6,528	-66%	-$507K	0.02%	310
2022 Q1	$812K	Sell	9,915 -1,014	-9%	-$83K	0.07%	204
2021 Q4	$957K	Buy	+10,929	New	+$957K	0.08%	187