ISHARES TR

Ticker: ACWX CUSIP: 464288240 Class: ETF-EQUITY

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

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

Q4 2025
Shares 3,306 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 2,738 Value ($000) $167 Avg Close — Range —
Q1 2025
Shares 1,845 Value ($000) $102 Avg Close — Range —
Q3 2024
Shares 2,225 Value ($000) $127 Avg Close — Range —
Q2 2022
Shares 2,500 Value ($000) $113 Avg Close — Range —
Q1 2022
Shares 14,450 Value ($000) $755 Avg Close — Range —