ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 17,898 Value ($000) $2,306 Avg Close — Range —
Q2 2025
Shares 18,871 Value ($000) $2,192 Avg Close — Range —
Q1 2025
Shares 15,084 Value ($000) $1,545 Avg Close — Range —
Q4 2024
Shares 14,913 Value ($000) $1,644 Avg Close — Range —
Q3 2024
Shares 15,092 Value ($000) $1,642 Avg Close — Range —
Q2 2024
Shares 13,937 Value ($000) $1,447 Avg Close — Range —
Q1 2024
Shares 15,204 Value ($000) $1,533 Avg Close — Range —
Q4 2023
Shares 15,668 Value ($000) $1,427 Avg Close — Range —
Q3 2023
Shares 16,234 Value ($000) $1,322 Avg Close — Range —
Q2 2023
Shares 9,387 Value ($000) $1,801 Avg Close — Range —
Q1 2023
Shares 16,214 Value ($000) $889 Avg Close — Range —
Q4 2022
Shares 4,334 Value ($000) $311 Avg Close — Range —
Q2 2022
Shares 4,334 Value ($000) $312 Avg Close — Range —
Q1 2022
Shares 4,334 Value ($000) $375 Avg Close — Range —
Q4 2021
Shares 4,677 Value ($000) $435 Avg Close — Range —
Q3 2021
Shares 4,676 Value ($000) $389 Avg Close — Range —
Q2 2021
Shares 4,334 Value ($000) $359 Avg Close — Range —
Q1 2021
Shares 4,334 Value ($000) $331 Avg Close — Range —
Q4 2020
Shares 4,400 Value ($000) $315 Avg Close — Range —
Q3 2020
Shares 1,792 Value ($000) $229 Avg Close — Range —
Q4 2019
Shares 1,792 Value ($000) $215 Avg Close — Range —