ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,693 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 4,996 Value ($000) $522 Avg Close — Range —
Q1 2025
Shares 5,351 Value ($000) $543 Avg Close — Range —
Q4 2024
Shares 5,451 Value ($000) $524 Avg Close — Range —
Q3 2024
Shares 4,784 Value ($000) $488 Avg Close — Range —
Q2 2024
Shares 4,461 Value ($000) $392 Avg Close — Range —