ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,653 Value ($000) $213 Avg Close — Range —
Q2 2025
Shares 1,791 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 1,480 Value ($000) $167 Avg Close — Range —
Q2 2022
Shares 8,459 Value ($000) $592 Avg Close — Range —
Q1 2022
Shares 1,679 Value ($000) $142 Avg Close — Range —