ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 28,309 Value ($000) $1,612 Avg Close — Range —
Q2 2025
Shares 4,351 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 4,280 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 4,324 Value ($000) $248 Avg Close — Range —
Q3 2024
Shares 3,421 Value ($000) $211 Avg Close — Range —
Q2 2024
Shares 4,527 Value ($000) $242 Avg Close — Range —
Q1 2024
Shares 7,909 Value ($000) $426 Avg Close — Range —
Q4 2023
Shares 16,986 Value ($000) $922 Avg Close — Range —