ISHARES TR

Ticker: IYT CUSIP: 464287192 Class: US TRSPRTION

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 1,553 Value ($000) $106 Avg Close — Range —
Q1 2025
Shares 2,089 Value ($000) $134 Avg Close — Range —
Q4 2024
Shares 2,668 Value ($000) $180 Avg Close — Range —
Q2 2024
Shares 2,068 Value ($000) $135 Avg Close — Range —
Q1 2024
Shares 2,148 Value ($000) $151 Avg Close — Range —
Q4 2023
Shares 527 Value ($000) $138 Avg Close — Range —
Q3 2023
Shares 527 Value ($000) $123 Avg Close — Range —
Q4 2022
Shares 527 Value ($000) $113 Avg Close — Range —
Q2 2022
Shares 531 Value ($000) $113 Avg Close — Range —
Q3 2015
Shares 2,335 Value ($000) $327 Avg Close — Range —