ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

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

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

Q4 2017
Shares 17,475 Value ($000) $1,164 Avg Close Range
Q3 2017
Shares 24,931 Value ($000) $1,589 Avg Close Range
Q2 2017
Shares 30,772 Value ($000) $1,927 Avg Close Range