ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 5,029 Value ($000) $701 Avg Close — Range —
Q2 2025
Shares 5,035 Value ($000) $638 Avg Close — Range —
Q1 2025
Shares 4,741 Value ($000) $545 Avg Close — Range —
Q4 2024
Shares 4,999 Value ($000) $608 Avg Close — Range —
Q3 2024
Shares 4,803 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 4,821 Value ($000) $542 Avg Close — Range —
Q1 2024
Shares 4,837 Value ($000) $528 Avg Close — Range —
Q4 2023
Shares 5,775 Value ($000) $580 Avg Close — Range —
Q3 2023
Shares 5,962 Value ($000) $536 Avg Close — Range —
Q2 2023
Shares 10,777 Value ($000) $1,057 Avg Close — Range —
Q1 2023
Shares 5,409 Value ($000) $237 Avg Close — Range —