ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q2 2025
Shares 2,037 Value ($000) $169 Avg Close — Range —
Q1 2025
Shares 1,639 Value ($000) $136 Avg Close — Range —
Q4 2024
Shares 2,485 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 1,991 Value ($000) $166 Avg Close — Range —
Q2 2024
Shares 1,447 Value ($000) $118 Avg Close — Range —
Q1 2024
Shares 1,868 Value ($000) $153 Avg Close — Range —
Q4 2023
Shares 1,939 Value ($000) $159 Avg Close — Range —
Q3 2023
Shares 1,794 Value ($000) $145 Avg Close — Range —
Q1 2023
Shares 3,145 Value ($000) $707 Avg Close — Range —
Q2 2021
Shares 6,756 Value ($000) $582 Avg Close — Range —
Q1 2021
Shares 30,893 Value ($000) $2,665 Avg Close — Range —
Q3 2020
Shares 4,233 Value ($000) $366 Avg Close — Range —