ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 784,953 Value ($000) $84,076 Avg Close — Range —
Q2 2025
Shares 844,683 Value ($000) $88,252 Avg Close — Range —
Q1 2025
Shares 949,055 Value ($000) $100,068 Avg Close — Range —
Q4 2024
Shares 1,050,511 Value ($000) $111,932 Avg Close — Range —
Q3 2024
Shares 940,337 Value ($000) $102,149 Avg Close — Range —
Q2 2024
Shares 908,244 Value ($000) $96,773 Avg Close — Range —
Q1 2024
Shares 951,324 Value ($000) $102,362 Avg Close — Range —
Q4 2023
Shares 1,045,939 Value ($000) $113,390 Avg Close — Range —
Q3 2023
Shares 278,930 Value ($000) $28,601 Avg Close — Range —
Q2 2023
Shares 7,597 Value ($000) $27,924 Avg Close — Range —
Q1 2023
Shares 11,170 Value ($000) $674 Avg Close — Range —
Q4 2022
Shares 690,603 Value ($000) $72,872 Avg Close — Range —
Q3 2022
Shares 335,822 Value ($000) $34,449 Avg Close — Range —
Q2 2022
Shares 425,652 Value ($000) $45,272 Avg Close — Range —
Q1 2022
Shares 153,666 Value ($000) $16,848 Avg Close — Range —
Q4 2021
Shares 61,824 Value ($000) $7,189 Avg Close — Range —
Q3 2021
Shares 60,330 Value ($000) $7,009 Avg Close — Range —
Q2 2021
Shares 70,245 Value ($000) $8,233 Avg Close — Range —
Q1 2021
Shares 81,274 Value ($000) $9,432 Avg Close — Range —
Q4 2020
Shares 50,041 Value ($000) $5,865 Avg Close — Range —
Q3 2020
Shares 41,628 Value ($000) $4,826 Avg Close — Range —
Q1 2020
Shares 30,076 Value ($000) $3,399 Avg Close — Range —
Q4 2019
Shares 30,103 Value ($000) $3,429 Avg Close — Range —
Q3 2019
Shares 27,659 Value ($000) $3,156 Avg Close — Range —
Q2 2019
Shares 21,650 Value ($000) $2,448 Avg Close — Range —
Q1 2019
Shares 23,803 Value ($000) $2,647 Avg Close — Range —
Q4 2018
Shares 77,487 Value ($000) $8,449 Avg Close — Range —
Q3 2018
Shares 13,378 Value ($000) $1,444 Avg Close — Range —
Q4 2017
Shares 10,170 Value ($000) $1,126 Avg Close — Range —