RSWM

Robertson Stephens Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Buy	+5,519	New	+$338K	0.01%	430
2024 Q3	–	Sell	-59,671	Closed	-$2.04M	–	623
2024 Q2	$2.04M	Buy	59,671 +1,188	+2%	+$40.6K	0.1%	150
2024 Q1	$2.37M	Buy	+58,483	New	+$2.37M	0.13%	137