ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 6,974 Value ($000) $608 Avg Close — Range —
Q2 2025
Shares 6,789 Value ($000) $599 Avg Close — Range —
Q1 2025
Shares 5,982 Value ($000) $545 Avg Close — Range —
Q4 2024
Shares 10,690 Value ($000) $934 Avg Close — Range —
Q3 2024
Shares 11,180 Value ($000) $1,097 Avg Close — Range —
Q2 2024
Shares 6,354 Value ($000) $583 Avg Close — Range —
Q1 2024
Shares 8,086 Value ($000) $765 Avg Close — Range —
Q4 2023
Shares 25,018 Value ($000) $2,474 Avg Close — Range —
Q3 2023
Shares 139,040 Value ($000) $12,331 Avg Close — Range —
Q2 2023
Shares 170,773 Value ($000) $15,634 Avg Close — Range —
Q1 2023
Shares 42,035 Value ($000) $3,294 Avg Close — Range —
Q4 2022
Shares 1,693,219 Value ($000) $168,577 Avg Close — Range —
Q1 2022
Shares 777 Value ($000) $103 Avg Close — Range —