ISHARES TR

Ticker: IEO CUSIP: 464288851 Class: US OIL GS EX ETF

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

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

Q4 2025
Shares 79,453 Value ($000) $7,092 Avg Close — Range —
Q2 2025
Shares 82,255 Value ($000) $7,288 Avg Close — Range —
Q1 2025
Shares 81,537 Value ($000) $7,712 Avg Close — Range —
Q4 2024
Shares 81,779 Value ($000) $7,330 Avg Close — Range —
Q3 2024
Shares 84,092 Value ($000) $7,690 Avg Close — Range —