ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 3,855 Value ($000) $460 Avg Close — Range —
Q2 2025
Shares 21,073 Value ($000) $2,510 Avg Close — Range —
Q1 2025
Shares 2,664 Value ($000) $315 Avg Close — Range —
Q4 2024
Shares 2,719 Value ($000) $314 Avg Close — Range —
Q3 2024
Shares 2,776 Value ($000) $332 Avg Close — Range —
Q2 2024
Shares 3,009 Value ($000) $347 Avg Close — Range —
Q1 2024
Shares 2,446 Value ($000) $283 Avg Close — Range —
Q4 2023
Shares 2,642 Value ($000) $309 Avg Close — Range —
Q3 2023
Shares 1,867 Value ($000) $211 Avg Close — Range —