ISHARES TR

Ticker: IMCV CUSIP: 464288406 Class: MRGSTR MD CP VAL

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

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

Q4 2025
Shares 43,166 Value ($000) $3,554 Avg Close — Range —
Q2 2025
Shares 43,166 Value ($000) $3,280 Avg Close — Range —
Q1 2025
Shares 43,166 Value ($000) $3,203 Avg Close — Range —
Q4 2024
Shares 43,862 Value ($000) $3,257 Avg Close — Range —
Q3 2024
Shares 43,262 Value ($000) $3,316 Avg Close — Range —