ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 8,329 Value ($000) $917 Avg Close — Range —
Q2 2025
Shares 5,605 Value ($000) $619 Avg Close — Range —
Q1 2025
Shares 3,408 Value ($000) $376 Avg Close — Range —
Q4 2024
Shares 4,024 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 8,947 Value ($000) $990 Avg Close — Range —
Q2 2024
Shares 4,164 Value ($000) $460 Avg Close — Range —
Q1 2024
Shares 2,483 Value ($000) $274 Avg Close — Range —
Q4 2023
Shares 3,635 Value ($000) $400 Avg Close — Range —
Q3 2023
Shares 2,442 Value ($000) $270 Avg Close — Range —
Q2 2023
Shares 3,918 Value ($000) $308 Avg Close — Range —
Q1 2023
Shares 7,631 Value ($000) $366 Avg Close — Range —
Q4 2022
Shares 1,456 Value ($000) $160 Avg Close — Range —