ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 3,103 Value ($000) $298 Avg Close — Range —
Q2 2025
Shares 2,281 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 3,985 Value ($000) $380 Avg Close — Range —
Q4 2024
Shares 4,473 Value ($000) $414 Avg Close — Range —
Q3 2024
Shares 1,648 Value ($000) $162 Avg Close — Range —
Q1 2024
Shares 2,062 Value ($000) $195 Avg Close — Range —
Q4 2023
Shares 2,046 Value ($000) $197 Avg Close — Range —
Q1 2022
Shares 2,122 Value ($000) $228 Avg Close — Range —
Q4 2021
Shares 5,935 Value ($000) $683 Avg Close — Range —
Q3 2021
Shares 15,775 Value ($000) $1,818 Avg Close — Range —
Q4 2020
Shares 1,491 Value ($000) $179 Avg Close — Range —
Q3 2020
Shares 1,651 Value ($000) $201 Avg Close — Range —
Q2 2020
Shares 1,651 Value ($000) $201 Avg Close — Range —
Q1 2020
Shares 2,395 Value ($000) $291 Avg Close — Range —
Q2 2017
Shares 20,475 Value ($000) $2,183 Avg Close — Range —