ISHARES TR

Ticker: ICLN CUSIP: 464288224 Class: GL CLEAN ENE ETF

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

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

Q4 2025
Shares 14,296 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 10,637 Value ($000) $139 Avg Close — Range —
Q1 2025
Shares 12,839 Value ($000) $147 Avg Close — Range —
Q4 2024
Shares 12,818 Value ($000) $146 Avg Close — Range —
Q3 2024
Shares 12,946 Value ($000) $190 Avg Close — Range —
Q2 2024
Shares 7,958 Value ($000) $106 Avg Close — Range —
Q1 2024
Shares 11,724 Value ($000) $164 Avg Close — Range —
Q4 2023
Shares 19,259 Value ($000) $300 Avg Close — Range —
Q3 2023
Shares 12,661 Value ($000) $185 Avg Close — Range —
Q2 2023
Shares 3,502 Value ($000) $231 Avg Close — Range —
Q1 2023
Shares 23,536 Value ($000) $1,307 Avg Close — Range —
Q4 2022
Shares 9,407 Value ($000) $187 Avg Close — Range —
Q3 2022
Shares 10,471 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 7,648 Value ($000) $146 Avg Close — Range —
Q1 2022
Shares 6,717 Value ($000) $145 Avg Close — Range —