ISHARES TR

Ticker: ISCV CUSIP: 464288703 Class: ETF

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

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

Q4 2025
Shares 33,628 Value ($000) $2,304 Avg Close — Range —
Q2 2025
Shares 33,839 Value ($000) $2,077 Avg Close — Range —
Q1 2025
Shares 35,204 Value ($000) $2,088 Avg Close — Range —
Q4 2024
Shares 38,395 Value ($000) $2,435 Avg Close — Range —
Q3 2024
Shares 34,477 Value ($000) $2,189 Avg Close — Range —